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Menora Mivtachim Holdings’s American Express AXP Stock Holding History

Menora Mivtachim Holdings’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
Q2 		– Sell
-284,850
Closed -$47M – 96
2023
Q1 		$47M Buy
+284,850
New +$47.3M 0.49% 50

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Menora Mivtachim Holdings's AXP Position: Q2 2023 in Review

Menora Mivtachim Holdings sold out of American Express (AXP) in Q2 2023, closing a stake of 284,850 shares — an estimated $47M sold.

Menora Mivtachim Holdings first reported a position in AXP in Q1 2023 and held it in 1 quarter. The position peaked at $47M in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • Menora Mivtachim Holdings reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • Menora Mivtachim Holdings sold 284,850 American Express shares in Q2 2023, an estimated $47M.
  • Menora Mivtachim Holdings first reported a position in American Express in Q1 2023 and held it in 1 quarter.
  • Menora Mivtachim Holdings's American Express position peaked at $47M in Q1 2023.
  • 2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2023, filed 31 Jul 2023.