MIFH
AXP icon

Migdal Insurance & Financial Holdings’s American Express AXP Stock Holding History

Migdal Insurance & Financial 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
2022
Q4 		– Sell
-226,000
Closed -$30.5M – 520
2022
Q3 		$30.5M Hold
226,000
– – 0.69% 38
2022
Q2 		$31.4M Hold
226,000
– – 0.7% 40
2022
Q1 		$42.3M Buy
+226,000
New +$40.8M 0.74% 51
2021
Q2 		– Sell
-277,160
Closed -$39.3M – 589
2021
Q1 		$39.3M Hold
277,160
– – 0.4% 77
2020
Q4 		$33.5M Sell
277,160
-4,840
-2% -$536K 0.4% 66
2020
Q3 		$28.3M Buy
282,000
+149,275
+112% +$14.7M 0.39% 59
2020
Q2 		$12.6M Sell
132,725
-102,035
-43% -$9.39M 0.21% 92
2020
Q1 		$20.1M Buy
234,760
+233,219
+15,134% +$27.1M 0.47% 52
2019
Q4 		$191K Buy
1,541
+1,237
+407% +$148K ﹤0.01% 424
2019
Q3 		$36K Buy
304
+5
+2% +$613 ﹤0.01% 631
2019
Q2 		$37K Sell
299
-66
-18% -$7.75K ﹤0.01% 623
2019
Q1 		$40K Sell
365
-34
-9% -$3.57K ﹤0.01% 581
2018
Q4 		$38K Sell
399
-128,039
-100% -$13.4M ﹤0.01% 554
2018
Q3 		$13.7M Sell
128,438
-103,839
-45% -$10.8M 0.28% 80
2018
Q2 		$22.8M Buy
232,277
+4,443
+2% +$437K 0.54% 46
2018
Q1 		$21.3M Buy
227,834
+113,959
+100% +$11M 0.5% 46
2017
Q4 		$11.3M Buy
113,875
+865
+0.8% +$82.4K 0.28% 73
2017
Q3 		$10.2M Sell
113,010
-128,190
-53% -$11M 0.24% 87
2017
Q2 		$20.3M Buy
241,200
+213
+0.1% +$16.9K 0.46% 53
2017
Q1 		$19.1M Buy
240,987
+769
+0.3% +$60.1K 0.46% 56
2016
Q4 		$17.8M Buy
240,218
+1,169
+0.5% +$80.9K 0.45% 48
2016
Q3 		$15.3M Buy
239,049
+1,369
+0.6% +$88K 0.44% 48
2016
Q2 		$14.5M Buy
+237,680
New +$15.1M 0.4% 49

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Migdal Insurance & Financial Holdings's AXP Position: Q4 2022 in Review

Migdal Insurance & Financial Holdings sold out of American Express (AXP) in Q4 2022, closing a stake of 226,000 shares — an estimated $30.5M sold.

Migdal Insurance & Financial Holdings first reported a position in AXP in Q2 2016 and held it in 23 quarters. The position peaked at $42.3M in Q1 2022. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Migdal Insurance & Financial Holdings reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 226,000 American Express shares in Q4 2022, an estimated $30.5M.
  • Migdal Insurance & Financial Holdings first reported a position in American Express in Q2 2016 and held it in 23 quarters.
  • Migdal Insurance & Financial Holdings's American Express position peaked at $42.3M in Q1 2022.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2022, filed 23 Jan 2023.