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Jeereddi Investments’s American Express AXP Stock Holding History

Jeereddi Investments’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
Q2 		– Sell
-7,273
Closed -$1.36M – 40
2022
Q1 		$1.36M Hold
7,273
– – 1.41% 20
2021
Q4 		$1.19M Sell
7,273
-570
-7% -$97.2K 1.15% 26
2021
Q3 		$1.31M Hold
7,843
– – 1.17% 26
2021
Q2 		$1.3M Sell
7,843
-3,257
-29% -$510K 1.07% 26
2021
Q1 		$1.57M Hold
11,100
– – 1.13% 23
2020
Q4 		$1.34M Hold
11,100
– – 1.1% 24
2020
Q3 		$1.11M Hold
11,100
– – 1.05% 23
2020
Q2 		$1.06M Hold
11,100
– – 1.12% 22
2020
Q1 		$950K Hold
11,100
– – 1.28% 23
2019
Q4 		$1.38M Buy
+11,100
New +$1.33M 1.19% 21

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Jeereddi Investments's AXP Position: Q2 2022 in Review

Jeereddi Investments sold out of American Express (AXP) in Q2 2022, closing a stake of 7,273 shares — an estimated $1.36M sold.

Jeereddi Investments first reported a position in AXP in Q4 2019 and held it in 10 quarters. The position peaked at $1.57M in Q1 2021. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

  • Jeereddi Investments reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
  • Jeereddi Investments sold 7,273 American Express shares in Q2 2022, an estimated $1.36M.
  • Jeereddi Investments first reported a position in American Express in Q4 2019 and held it in 10 quarters.
  • Jeereddi Investments's American Express position peaked at $1.57M in Q1 2021.
  • 1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Jeereddi Investments's 13F filing for Q2 2022, filed 15 Aug 2022.