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Horizon Bancorp’s American Express AXP Stock Holding History

Horizon Bancorp’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
Q1 		– Sell
-100
Closed -$15K – 183
2022
Q4 		$15K Buy
+100
New +$14.8K 0.01% 161
2020
Q3 		$15K Hold
145
– – 0.02% 192
2020
Q2 		$14K Hold
145
– – 0.02% 200
2020
Q1 		$12K Sell
145
-2,138
-94% -$249K 0.02% 214
2019
Q4 		$285K Buy
+2,283
New +$273K 0.27% 100

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Horizon Bancorp's AXP Position: Q1 2023 in Review

Horizon Bancorp sold out of American Express (AXP) in Q1 2023, closing a stake of 100 shares — an estimated $15K sold.

Horizon Bancorp first reported a position in AXP in Q4 2019 and held it in 5 quarters. The position peaked at $285K in Q4 2019. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • Horizon Bancorp reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
  • Horizon Bancorp sold 100 American Express shares in Q1 2023, an estimated $15K.
  • Horizon Bancorp first reported a position in American Express in Q4 2019 and held it in 5 quarters.
  • Horizon Bancorp's American Express position peaked at $285K in Q4 2019.
  • 2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Horizon Bancorp's 13F filing for Q1 2023, filed 5 May 2023.