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Jefferies Group’s American Express AXP Stock Holding History

Jefferies 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
2021
Q3 		– Sell
-15,800
Closed -$2.61M – 1711
2021
Q2 		$2.61M Buy
+15,800
New +$2.47M 0.02% 658
2020
Q2 		– Sell
-24,600
Closed -$2.22M – 1327
2020
Q1 		$2.22M Buy
24,600
+500
+2% +$58.2K 0.02% 641
2019
Q4 		$3M Buy
24,100
+21,900
+995% +$2.62M 0.02% 808
2019
Q3 		$260K Sell
2,200
-14,800
-87% -$1.81M ﹤0.01% 2247
2019
Q2 		$2.1M Sell
17,000
-47,500
-74% -$5.58M 0.02% 902
2019
Q1 		$7.05M Buy
64,500
+33,400
+107% +$3.51M 0.06% 308
2018
Q4 		$2.96M Sell
31,100
-87,300
-74% -$9.13M 0.02% 637
2018
Q3 		$12.6M Buy
118,400
+110,600
+1,418% +$11.5M 0.08% 208
2018
Q2 		$764K Sell
7,800
-38,000
-83% -$3.73M ﹤0.01% 1389
2018
Q1 		$4.27M Buy
45,800
+38,700
+545% +$3.75M 0.02% 527
2017
Q4 		$705K Sell
7,100
-36,500
-84% -$3.48M ﹤0.01% 1562
2017
Q3 		$3.94M Buy
43,600
+21,800
+100% +$1.87M 0.03% 622
2017
Q2 		$1.84M Buy
21,800
+14,800
+211% +$1.17M 0.01% 972
2017
Q1 		$554K Sell
7,000
-25,100
-78% -$1.96M ﹤0.01% 1547
2016
Q4 		$2.38M Sell
32,100
-10,600
-25% -$734K 0.01% 872
2016
Q3 		$2.73M Sell
42,700
-35,600
-45% -$2.29M 0.01% 789
2016
Q2 		$4.76M Sell
78,300
-59,400
-43% -$3.76M 0.02% 511
2016
Q1 		$8.46M Buy
137,700
+114,600
+496% +$6.67M 0.05% 300
2015
Q4 		$1.61M Buy
23,100
+5,900
+34% +$429K 0.01% 967
2015
Q3 		$1.27M Sell
17,200
-563,200
-97% -$43.3M 0.01% 1106
2015
Q2 		$45.1M Buy
580,400
+17,900
+3% +$1.42M 0.23% 68
2015
Q1 		$43.9M Buy
+562,500
New +$46.7M 0.25% 57
2014
Q4 		– Sell
-300,000
Closed -$26.3M – 1934
2014
Q3 		$26.3M Buy
300,000
+175,000
+140% +$15.8M 0.18% 104
2014
Q2 		$11.9M Buy
+125,000
New +$11.3M 0.1% 179
2014
Q1 		– Sell
-15,000
Closed -$1.36M – 2019
2013
Q4 		$1.36M Buy
+15,000
New +$1.23M 0.01% 702

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

Jefferies Group's AXP Position: Q3 2022 in Review

Jefferies Group opened a new position in American Express (AXP) in Q3 2022: 3,989 shares worth $538K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Jefferies Group previously reported a position in AXP as recently as Q1 2022.

Jefferies Group first reported a position in AXP in Q2 2013 and has held it in 32 quarters since. The position peaked at $45.9M in Q1 2015. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

  • Jefferies Group held 3,989 shares of American Express worth $538K as of Q3 2022.
  • American Express was a new Jefferies Group position in Q3 2022.
  • American Express made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1016 holding.
  • Jefferies Group first reported a position in American Express in Q2 2013 and has held it in 32 quarters since.
  • Jefferies Group's American Express position peaked at $45.9M in Q1 2015.
  • 1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.