Fund Management at Engine No 1’s American Express AXP Stock Holding History

Fund Management at Engine No 1’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	-8,320	Closed	-$1.24M	–	46
2023 Q3	$1.24M	Buy	8,320 +579	+7%	+$94.7K	0.19%	108
2023 Q2	$1.35M	Buy	7,741 +520	+7%	+$83.9K	0.25%	91
2023 Q1	$1.19M	Buy	7,221 +641	+10%	+$106K	0.24%	90
2022 Q4	$972K	Buy	6,580 +813	+14%	+$120K	0.24%	98
2022 Q3	$778K	Sell	5,767 -392	-6%	-$59.3K	0.23%	94
2022 Q2	$854K	Buy	6,159 +951	+18%	+$157K	0.23%	96
2022 Q1	$974K	Buy	+5,208	New	+$941K	0.24%	95

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

Fund Management at Engine No 1's AXP Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of American Express (AXP) in Q4 2023, closing a stake of 8,320 shares — an estimated $1.24M sold.

Fund Management at Engine No 1 first reported a position in AXP in Q1 2022 and held it in 7 quarters. The position peaked at $1.35M in Q2 2023. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Fund Management at Engine No 1 reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 8,320 American Express shares in Q4 2023, an estimated $1.24M.
Fund Management at Engine No 1 first reported a position in American Express in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's American Express position peaked at $1.35M in Q2 2023.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.