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Hotaling Investment Management’s American Express AXP Stock Holding History

Hotaling 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
2022
Q4 		$2.3M Buy
15,538
+122
+0.8% +$18.1K 1.04% 31
2022
Q3 		$2.08M Buy
15,416
+521
+3% +$78.9K 1% 30
2022
Q2 		$2.06M Buy
14,895
+341
+2% +$56.3K 0.9% 33
2022
Q1 		$2.72M Sell
14,554
-4,452
-23% -$804K 1.05% 28
2021
Q4 		$3.11M Buy
19,006
+544
+3% +$92.8K 1.08% 28
2021
Q3 		$3.09M Buy
18,462
+399
+2% +$66.7K 1.29% 23
2021
Q2 		$2.98M Sell
18,063
-153
-0.8% -$24K 1.21% 23
2021
Q1 		$2.58M Buy
18,216
+495
+3% +$65.4K 1.16% 28
2020
Q4 		$2.14M Buy
17,721
+25
+0.1% +$2.77K 1% 33
2020
Q3 		$1.77M Sell
17,696
-347
-2% -$34.1K 0.96% 36
2020
Q2 		$1.72M Buy
+18,043
New +$1.66M 0.99% 33

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

Hotaling Investment Management's AXP Position: Q4 2022 in Review

Hotaling Investment Management increased its American Express (AXP) stake by 0.79% in Q4 2022, buying an estimated $18.1K and bringing the position to 15,538 shares worth $2.3M. The position accounts for 1.04% of the portfolio, ranked #31.

Hotaling Investment Management first reported a position in AXP in Q2 2020 and has held it in 11 quarters since. The position peaked at $3.11M in Q4 2021. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Hotaling Investment Management held 15,538 shares of American Express worth $2.3M as of Q4 2022.
  • Hotaling Investment Management bought 122 American Express shares in Q4 2022, an estimated $18.1K.
  • American Express made up 1.04% of Hotaling Investment Management's portfolio in Q4 2022, its #31 holding.
  • Hotaling Investment Management first reported a position in American Express in Q2 2020 and has held it in 11 quarters since.
  • Hotaling Investment Management's American Express position peaked at $3.11M in Q4 2021.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.