Mitsubishi UFJ Morgan Stanley Securities’s American Express AXP Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q1	–	Sell	-130	Closed	-$19K	–	34
2022 Q4	$19K	Sell	130 -130	-50%	-$19.3K	0.17%	77
2022 Q3	$35K	Hold	260	–	–	0.47%	37
2022 Q2	$36K	Hold	260	–	–	0.05%	40
2022 Q1	$49K	Sell	260 -260	-50%	-$47K	0.04%	27
2021 Q4	$85K	Hold	520	–	–	0.04%	61
2021 Q3	$87K	Buy	+520	New	+$86.9K	0.08%	40
2021 Q2	–	Sell	-2,550	Closed	-$361K	–	83
2021 Q1	$361K	Buy	+2,550	New	+$337K	6.25%	7
2014 Q4	$2K	Hold	20	–	–	﹤0.01%	267
2014 Q3	$2K	Sell	20 -30	-60%	-$2.7K	0.01%	247
2014 Q2	$5K	Sell	50 -420	-89%	-$37.9K	0.01%	214
2014 Q1	$42K	Buy	470 +60	+15%	+$5.36K	0.11%	59
2013 Q4	$37K	Sell	410 -30	-7%	-$2.46K	0.06%	93
2013 Q3	$33K	Sell	440 -20	-4%	-$1.5K	0.05%	101
2013 Q2	$34K	Buy	+460	New	+$32.7K	0.11%	108

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's AXP Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of American Express (AXP) in Q1 2023, closing a stake of 130 shares — an estimated $19K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in AXP in Q2 2013 and held it in 14 quarters. The position peaked at $361K in Q1 2021. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 130 American Express shares in Q1 2023, an estimated $19K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in American Express in Q2 2013 and held it in 14 quarters.
Mitsubishi UFJ Morgan Stanley Securities's American Express position peaked at $361K in Q1 2021.
2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.