Gyroscope Capital Management Group’s American Express AXP Stock Holding History

Gyroscope Capital Management Group’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 Q3	$209K	Buy	1,400 +200	+17%	+$32.7K	0.05%	210
2023 Q2	$209K	Buy	+1,200	New	+$194K	0.05%	180
2021 Q1	–	Sell	-49,368	Closed	-$5.97M	–	117
2020 Q4	$5.97M	Sell	49,368 -2,156	-4%	-$239K	2.56%	11
2020 Q3	$5.17M	Sell	51,524 -1,901	-4%	-$187K	2.34%	18
2020 Q2	$5.09M	Buy	+53,425	New	+$4.92M	2.31%	19
2015 Q1	–	Sell	-4,535	Closed	-$422K	–	64
2014 Q4	$422K	Buy	+4,535	New	+$407K	0.35%	42

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

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

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

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

Gyroscope Capital Management Group's AXP Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its American Express (AXP) stake by 17% in Q3 2023, buying an estimated $32.7K and bringing the position to 1,400 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #210.

Gyroscope Capital Management Group first reported a position in AXP in Q4 2014 and has held it in 6 quarters since. The position peaked at $5.97M in Q4 2020. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Gyroscope Capital Management Group held 1,400 shares of American Express worth $209K as of Q3 2023.
Gyroscope Capital Management Group bought 200 American Express shares in Q3 2023, an estimated $32.7K.
American Express made up 0.05% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #210 holding.
Gyroscope Capital Management Group first reported a position in American Express in Q4 2014 and has held it in 6 quarters since.
Gyroscope Capital Management Group's American Express position peaked at $5.97M in Q4 2020.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.