KLK Capital Management’s American Express AXP Stock Holding History

KLK Capital 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
2023 Q3	$388K	Buy	+2,604	New	+$426K	0.52%	43

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KLK Capital Management's AXP Position: Q3 2023 in Review

KLK Capital Management opened a new position in American Express (AXP) in Q3 2023: 2,604 shares worth $388K. The stake represents 0.52% of the portfolio and ranks #43 among its holdings.

1,998 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

KLK Capital Management held 2,604 shares of American Express worth $388K as of Q3 2023.
American Express was a new KLK Capital Management position in Q3 2023.
American Express made up 0.52% of KLK Capital Management's portfolio in Q3 2023, its #43 holding.
1,998 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on KLK Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.