EMFO LLC’s American Express AXP Stock Holding History

EMFO LLC’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,250	Closed	-$589K	–	318
2022 Q2	$589K	Buy	4,250 +750	+21%	+$124K	0.6%	44
2022 Q1	$655K	Sell	3,500 -2,500	-42%	-$451K	0.59%	42
2021 Q4	$982K	Buy	+6,000	New	+$1.02M	0.87%	32

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EMFO LLC's AXP Position: Q3 2022 in Review

EMFO LLC sold out of American Express (AXP) in Q3 2022, closing a stake of 4,250 shares — an estimated $589K sold.

EMFO LLC first reported a position in AXP in Q4 2021 and held it in 3 quarters. The position peaked at $982K in Q4 2021. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

EMFO LLC reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
EMFO LLC sold 4,250 American Express shares in Q3 2022, an estimated $589K.
EMFO LLC first reported a position in American Express in Q4 2021 and held it in 3 quarters.
EMFO LLC's American Express position peaked at $982K in Q4 2021.
1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on EMFO LLC's 13F filing for Q3 2022, filed 31 Oct 2022.