Eminence Capital’s American Express AXP Stock Holding History

Eminence Capital’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
2023 Q4	–	Sell	-95,241	Closed	-$14.2M	–	62
2023 Q3	$14.2M	Sell	95,241 -2,751	-3%	-$450K	0.28%	56
2023 Q2	$17.1M	Sell	97,992 -7,758	-7%	-$1.25M	0.22%	59
2023 Q1	$17.4M	Buy	+105,750	New	+$17.5M	0.25%	60
2020 Q2	–	Sell	-503,564	Closed	-$43.1M	–	80
2020 Q1	$43.1M	Buy	+503,564	New	+$58.6M	0.47%	71
2019 Q4	–	Sell	-1,060,939	Closed	-$125M	–	59
2019 Q3	$125M	Buy	1,060,939 +764,424	+258%	+$93.7M	1.51%	33
2019 Q2	$36.6M	Buy	296,515 +8,294	+3%	+$974K	0.48%	44
2019 Q1	$31.5M	Buy	+288,221	New	+$30.3M	0.47%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Eminence Capital's AXP Position: Q4 2023 in Review

Eminence Capital sold out of American Express (AXP) in Q4 2023, closing a stake of 95,241 shares — an estimated $14.2M sold.

Eminence Capital first reported a position in AXP in Q1 2019 and held it in 7 quarters. The position peaked at $125M in Q3 2019. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Eminence Capital reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
Eminence Capital sold 95,241 American Express shares in Q4 2023, an estimated $14.2M.
Eminence Capital first reported a position in American Express in Q1 2019 and held it in 7 quarters.
Eminence Capital's American Express position peaked at $125M in Q3 2019.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Eminence Capital's 13F filing for Q4 2023, filed 14 Feb 2024.