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Kingfisher Capital’s American Express AXP Stock Holding History

Kingfisher Capital’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
2024
Q3 		$6.34M Sell
23,361
-1,221
-5% -$304K 1.45% 22
2024
Q2 		$5.69M Sell
24,582
-245
-1% -$56.7K 1.33% 21
2024
Q1 		$5.65M Sell
24,827
-77
-0.3% -$16K 1.36% 23
2023
Q4 		$4.67M Sell
24,904
-454
-2% -$73.1K 1.22% 30
2023
Q3 		$3.78M Buy
25,358
+90
+0.4% +$14.7K 1.03% 40
2023
Q2 		$4.4M Sell
25,268
-1,052
-4% -$170K 1.15% 29
2023
Q1 		$4.34M Buy
26,320
+126
+0.5% +$20.9K 1.14% 32
2022
Q4 		$3.87M Buy
26,194
+381
+1% +$56.5K 1.03% 34
2022
Q3 		$3.48M Buy
25,813
+2,176
+9% +$329K 0.96% 37
2022
Q2 		$3.28M Buy
23,637
+948
+4% +$157K 0.94% 36
2022
Q1 		$4.24M Sell
22,689
-92
-0.4% -$16.6K 1.09% 27
2021
Q4 		$3.73M Buy
22,781
+1,136
+5% +$194K 0.86% 44
2021
Q3 		$3.63M Buy
21,645
+505
+2% +$84.4K 0.94% 32
2021
Q2 		$3.49M Buy
21,140
+669
+3% +$105K 0.89% 39
2021
Q1 		$2.9M Buy
+20,471
New +$2.7M 0.81% 46

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kingfisher Capital's AXP Position: Q3 2024 in Review

Kingfisher Capital reduced its American Express (AXP) stake by 5% in Q3 2024, selling an estimated $304K and leaving 23,361 shares worth $6.34M. The position accounts for 1.45% of the portfolio, ranked #22.

Kingfisher Capital first reported a position in AXP in Q1 2021 and has held it in 15 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Kingfisher Capital held 23,361 shares of American Express worth $6.34M as of Q3 2024.
  • Kingfisher Capital sold 1,221 American Express shares in Q3 2024, an estimated $304K.
  • American Express made up 1.45% of Kingfisher Capital's portfolio in Q3 2024, its #22 holding.
  • Kingfisher Capital first reported a position in American Express in Q1 2021 and has held it in 15 quarters since.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.