Perpetual Investment Management’s American Express AXP Stock Holding History

Perpetual Investment 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
2022 Q4	$450K	Sell	3,045 -112	-4%	-$16.6K	0.05%	158
2022 Q3	$426K	Sell	3,157 -822	-21%	-$124K	0.06%	163
2022 Q2	$552K	Sell	3,979 -177	-4%	-$29.2K	0.08%	147
2022 Q1	$777K	Hold	4,156	–	–	0.1%	143
2021 Q4	$679K	Hold	4,156	–	–	0.08%	151
2021 Q3	$696K	Buy	4,156 +2,402	+137%	+$402K	0.09%	144
2021 Q2	$290K	Buy	1,754 +44	+3%	+$6.89K	0.04%	179
2021 Q1	$241K	Buy	+1,710	New	+$226K	0.04%	185

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perpetual Investment Management's AXP Position: Q4 2022 in Review

Perpetual Investment Management reduced its American Express (AXP) stake by 3.5% in Q4 2022, selling an estimated $16.6K and leaving 3,045 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #158.

Perpetual Investment Management first reported a position in AXP in Q1 2021 and has held it in 8 quarters since. The position peaked at $777K in Q1 2022. 2,008 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

Perpetual Investment Management held 3,045 shares of American Express worth $450K as of Q4 2022.
Perpetual Investment Management sold 112 American Express shares in Q4 2022, an estimated $16.6K.
American Express made up 0.05% of Perpetual Investment Management's portfolio in Q4 2022, its #158 holding.
Perpetual Investment Management first reported a position in American Express in Q1 2021 and has held it in 8 quarters since.
Perpetual Investment Management's American Express position peaked at $777K in Q1 2022.
2,008 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.