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Kohlberg Kravis Roberts & Co’s American Express AXP Stock Holding History

Kohlberg Kravis Roberts & Co’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
2014
Q1 		– Sell
-61,300
Closed -$5.56M – 137
2013
Q4 		$5.56M Buy
+61,300
New +$5.04M 0.09% 73

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's AXP Position: Q1 2014 in Review

Kohlberg Kravis Roberts & Co sold out of American Express (AXP) in Q1 2014, closing a stake of 61,300 shares — an estimated $5.56M sold.

Kohlberg Kravis Roberts & Co first reported a position in AXP in Q4 2013 and held it in 1 quarter. The position peaked at $5.56M in Q4 2013. 1,218 funds tracked by Wall St. Rank hold AXP as of Q1 2014.

  • Kohlberg Kravis Roberts & Co reported no remaining American Express position as of Q1 2014 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 61,300 American Express shares in Q1 2014, an estimated $5.56M.
  • Kohlberg Kravis Roberts & Co first reported a position in American Express in Q4 2013 and held it in 1 quarter.
  • Kohlberg Kravis Roberts & Co's American Express position peaked at $5.56M in Q4 2013.
  • 1,218 funds tracked by Wall St. Rank held American Express as of Q1 2014.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q1 2014, filed 15 May 2014.