OV Management’s American Express AXP Stock Holding History

OV Management’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
2024 Q1	–	Sell	-8,000	Closed	-$1.5M	–	62
2023 Q4	$1.5M	Buy	+8,000	New	+$1.29M	1.24%	27

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

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

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

OV Management's AXP Position: Q1 2024 in Review

OV Management sold out of American Express (AXP) in Q1 2024, closing a stake of 8,000 shares — an estimated $1.5M sold.

OV Management first reported a position in AXP in Q4 2023 and held it in 1 quarter. The position peaked at $1.5M in Q4 2023. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

OV Management reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
OV Management sold 8,000 American Express shares in Q1 2024, an estimated $1.5M.
OV Management first reported a position in American Express in Q4 2023 and held it in 1 quarter.
OV Management's American Express position peaked at $1.5M in Q4 2023.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on OV Management's 13F filing for Q1 2024, filed 10 May 2024.