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Everstar Asset Management’s American Express AXP Stock Holding History

Everstar Asset Management’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
2024
Q4 		– Sell
-750
Closed -$203K – 184
2024
Q3 		$203K Buy
+750
New +$187K 0.14% 170

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Everstar Asset Management's AXP Position: Q4 2024 in Review

Everstar Asset Management sold out of American Express (AXP) in Q4 2024, closing a stake of 750 shares — an estimated $203K sold.

Everstar Asset Management first reported a position in AXP in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Everstar Asset Management reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Everstar Asset Management sold 750 American Express shares in Q4 2024, an estimated $203K.
  • Everstar Asset Management first reported a position in American Express in Q3 2024 and held it in 1 quarter.
  • Everstar Asset Management's American Express position peaked at $203K in Q3 2024.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Everstar Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.