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Gunn & Company Investment Management’s American Express AXP Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-874
Closed -$202K – 66
2024
Q2 		$202K Buy
+874
New +$202K 0.01% 142
2024
Q1 		– Sell
-1,137
Closed -$213K – 68
2023
Q4 		$213K Buy
+1,137
New +$183K 0.01% 127

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gunn & Company Investment Management's AXP Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of American Express (AXP) in Q3 2024, closing a stake of 874 shares — an estimated $202K sold.

Gunn & Company Investment Management first reported a position in AXP in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q4 2023. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 874 American Express shares in Q3 2024, an estimated $202K.
  • Gunn & Company Investment Management first reported a position in American Express in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's American Express position peaked at $213K in Q4 2023.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.