PGF
AXP icon

Pelham Global Financials’s American Express AXP Stock Holding History

Pelham Global Financials’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
Q1 		– Sell
-145,444
Closed -$23.8M – 9
2021
Q4 		$23.8M Sell
145,444
-33,382
-19% -$5.69M 10.54% 4
2021
Q3 		$30M Hold
178,826
– – 9.67% 7
2021
Q2 		$29.5M Buy
178,826
+18,600
+12% +$2.91M 9.53% 4
2021
Q1 		$22.7M Buy
160,226
+27,886
+21% +$3.68M 9.09% 6
2020
Q4 		$16M Sell
132,340
-40,700
-24% -$4.51M 6.57% 10
2020
Q3 		$17.3M Hold
173,040
– – 8.03% 7
2020
Q2 		$16.5M Buy
+173,040
New +$15.9M 9.87% 7

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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 $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return