Monetta Financial Services’s American Express AXP Stock Holding History

Monetta Financial Services’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	-5,000	Closed	-$871K	–	45
2023 Q2	$871K	Hold	5,000	–	–	0.85%	33
2023 Q1	$825K	Hold	5,000	–	–	0.88%	28
2022 Q4	$739K	Hold	5,000	–	–	0.85%	28
2022 Q3	$675K	Buy	5,000 +1,000	+25%	+$151K	0.77%	33
2022 Q2	$554K	Hold	4,000	–	–	0.58%	37
2022 Q1	$748K	Buy	+4,000	New	+$722K	0.62%	36
2013 Q3	–	Sell	-7,000	Closed	-$523K	–	62
2013 Q2	$523K	Buy	+7,000	New	+$498K	0.47%	56

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monetta Financial Services's AXP Position: Q3 2023 in Review

Monetta Financial Services sold out of American Express (AXP) in Q3 2023, closing a stake of 5,000 shares — an estimated $871K sold.

Monetta Financial Services first reported a position in AXP in Q2 2013 and held it in 7 quarters. The position peaked at $871K in Q2 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Monetta Financial Services reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
Monetta Financial Services sold 5,000 American Express shares in Q3 2023, an estimated $871K.
Monetta Financial Services first reported a position in American Express in Q2 2013 and held it in 7 quarters.
Monetta Financial Services's American Express position peaked at $871K in Q2 2023.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Monetta Financial Services's 13F filing for Q3 2023, filed 7 Nov 2023.