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Lee Ainslie’s American Express AXP Stock Holding History

Lee Ainslie’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
-3,529
Closed -$615K – 321
2023
Q2 		$615K Buy
+3,529
New +$569K 0.01% 205
2021
Q2 		– Sell
-3,356
Closed -$475K – 678
2021
Q1 		$475K Sell
3,356
-1,032,033
-100% -$136M ﹤0.01% 392
2020
Q4 		$125M Sell
1,035,389
-33,839
-3% -$3.75M 2% 19
2020
Q3 		$107M Buy
1,069,228
+449,800
+73% +$44.2M 1.99% 17
2020
Q2 		$59M Buy
+619,428
New +$57M 1.24% 22
2018
Q1 		– Sell
-65,320
Closed -$6.49M – 222
2017
Q4 		$6.49M Buy
65,320
+39,720
+155% +$3.78M 0.08% 121
2017
Q3 		$2.32M Buy
25,600
+4,830
+23% +$415K 0.03% 153
2017
Q2 		$1.75M Buy
20,770
+12,330
+146% +$976K 0.02% 155
2017
Q1 		$668K Sell
8,440
-2,332,189
-100% -$182M 0.01% 120
2016
Q4 		$173M Sell
2,340,629
-1,217,750
-34% -$84.3M 2.26% 20
2016
Q3 		$228M Sell
3,558,379
-1,088,411
-23% -$69.9M 2.7% 13
2016
Q2 		$282M Buy
4,646,790
+4,637,950
+52,465% +$294M 3.83% 10
2016
Q1 		$543K Buy
8,840
+5,200
+143% +$302K 0.01% 102
2015
Q4 		$253K Buy
3,640
+440
+14% +$32K ﹤0.01% 109
2015
Q3 		$237K Hold
3,200
– – ﹤0.01% 107
2015
Q2 		$249K Hold
3,200
– – ﹤0.01% 105
2015
Q1 		$250K Buy
+3,200
New +$266K ﹤0.01% 106

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's AXP Position: Q3 2023 in Review

Lee Ainslie sold out of American Express (AXP) in Q3 2023, closing a stake of 3,529 shares — an estimated $615K sold.

Lee Ainslie first reported a position in AXP in Q1 2015 and held it in 17 quarters. The position peaked at $282M in Q2 2016. 1,999 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • Lee Ainslie reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • Lee Ainslie sold 3,529 American Express shares in Q3 2023, an estimated $615K.
  • Lee Ainslie first reported a position in American Express in Q1 2015 and held it in 17 quarters.
  • Lee Ainslie's American Express position peaked at $282M in Q2 2016.
  • 1,999 funds tracked by Wall St. Rank held American Express as of Q3 2023.

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