Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s American Express AXP Stock Holding History

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’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	-23,857	Closed	-$4.12M	–	84
2023 Q2	$4.12M	Hold	23,857	–	–	0.85%	43
2023 Q1	$3.87M	Hold	23,857	–	–	0.88%	42
2022 Q4	$3.53M	Hold	23,857	–	–	0.82%	42
2022 Q3	$3.28M	Hold	23,857	–	–	0.76%	43
2022 Q2	$3.29M	Hold	23,857	–	–	0.72%	49
2022 Q1	$4.43M	Buy	+23,857	New	+$4.31M	0.78%	41
2020 Q4	–	Sell	-4,418	Closed	-$443K	–	75
2020 Q3	$443K	Hold	4,418	–	–	0.15%	54
2020 Q2	$421K	Hold	4,418	–	–	0.17%	56
2020 Q1	$378K	Hold	4,418	–	–	0.28%	61
2019 Q4	$550K	Hold	4,418	–	–	0.35%	60
2019 Q3	$545	Hold	4,418	–	–	0.23%	61
2019 Q2	$545K	Buy	+4,418	New	+$519K	0.41%	56
2019 Q1	–	Sell	-4,418	Closed	-$421K	–	53
2018 Q4	$421K	Buy	+4,418	New	+$462K	0.42%	47

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's AXP Position: Q3 2023 in Review

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet sold out of American Express (AXP) in Q3 2023, closing a stake of 23,857 shares — an estimated $4.12M sold.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in AXP in Q4 2018 and held it in 13 quarters. The position peaked at $4.43M in Q1 2022. 1,998 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet sold 23,857 American Express shares in Q3 2023, an estimated $4.12M.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in American Express in Q4 2018 and held it in 13 quarters.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's American Express position peaked at $4.43M in Q1 2022.
1,998 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q3 2023, filed 6 Nov 2023.