Ninety One’s American Express AXP Stock Holding History

Ninety One’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	-1,818	Closed	-$296K	–	67
2023 Q1	$296K	Sell	1,818 -26,286	-94%	-$4.36M	0.08%	70
2022 Q4	$4.11M	Buy	28,104 +7,348	+35%	+$1.09M	1.33%	21
2022 Q3	$2.86M	Buy	20,756 +17,326	+505%	+$2.62M	1.13%	28
2022 Q2	$470K	Buy	+3,430	New	+$567K	0.17%	84
2021 Q1	–	Sell	-5,321	Closed	-$636K	–	114
2020 Q4	$636K	Sell	5,321 -1,028	-16%	-$114K	0.25%	76
2020 Q3	$636K	Buy	+6,349	New	+$625K	0.32%	63

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

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

Ninety One's AXP Position: Q2 2023 in Review

Ninety One sold out of American Express (AXP) in Q2 2023, closing a stake of 1,818 shares — an estimated $296K sold.

Ninety One first reported a position in AXP in Q3 2020 and held it in 6 quarters. The position peaked at $4.11M in Q4 2022. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Ninety One reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
Ninety One sold 1,818 American Express shares in Q2 2023, an estimated $296K.
Ninety One first reported a position in American Express in Q3 2020 and held it in 6 quarters.
Ninety One's American Express position peaked at $4.11M in Q4 2022.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Ninety One's 13F filing for Q2 2023, filed 19 Jul 2023.