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Lighthouse Investment Partners’s American Express AXP Stock Holding History

Lighthouse Investment Partners’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
2024
Q1 		– Sell
-28,287
Closed -$5.3M – 377
2023
Q4 		$5.3M Sell
28,287
-12,913
-31% -$2.08M 0.24% 101
2023
Q3 		$6.15M Buy
+41,200
New +$6.74M 0.25% 90
2023
Q2 		– Sell
-13,843
Closed -$2.28M – 292
2023
Q1 		$2.28M Buy
+13,843
New +$2.3M 0.15% 139

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lighthouse Investment Partners's AXP Position: Q1 2024 in Review

Lighthouse Investment Partners sold out of American Express (AXP) in Q1 2024, closing a stake of 28,287 shares — an estimated $5.3M sold.

Lighthouse Investment Partners first reported a position in AXP in Q1 2023 and held it in 3 quarters. The position peaked at $6.15M in Q3 2023. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Lighthouse Investment Partners reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Lighthouse Investment Partners sold 28,287 American Express shares in Q1 2024, an estimated $5.3M.
  • Lighthouse Investment Partners first reported a position in American Express in Q1 2023 and held it in 3 quarters.
  • Lighthouse Investment Partners's American Express position peaked at $6.15M in Q3 2023.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Lighthouse Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.