Kiwi Wealth Investments Limited Partnership’s American Express AXP Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-14,978	Closed	-$2.61M	–	61
2023 Q2	$2.61M	Hold	14,978	–	–	0.16%	109
2023 Q1	$2.47M	Hold	14,978	–	–	0.16%	120
2022 Q4	$2.21M	Buy	14,978 +9,120	+156%	+$1.35M	0.15%	135
2022 Q3	$812K	Hold	5,858	–	–	0.06%	179
2022 Q2	$812K	Buy	+5,858	New	+$968K	0.06%	179
2020 Q1	–	Sell	-43,691	Closed	-$5.44M	–	169
2019 Q4	$5.44M	Buy	43,691 +37,586	+616%	+$4.49M	0.4%	70
2019 Q3	$722K	Buy	+6,105	New	+$749K	0.06%	175
2015 Q1	–	Sell	-71,781	Closed	-$6.68M	–	73
2014 Q4	$6.68M	Sell	71,781 -167,679	-70%	-$15M	0.67%	54
2014 Q3	$21M	Buy	+239,460	New	+$21.6M	1.96%	15
2013 Q3	–	Sell	-158,543	Closed	-$11.9M	–	41
2013 Q2	$11.9M	Buy	+158,543	New	+$11.3M	2.13%	27

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's AXP Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of American Express (AXP) in Q3 2023, closing a stake of 14,978 shares — an estimated $2.61M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AXP in Q2 2013 and held it in 10 quarters. The position peaked at $21M in Q3 2014. 1,998 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 14,978 American Express shares in Q3 2023, an estimated $2.61M.
Kiwi Wealth Investments Limited Partnership first reported a position in American Express in Q2 2013 and held it in 10 quarters.
Kiwi Wealth Investments Limited Partnership's American Express position peaked at $21M in Q3 2014.
1,998 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.