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Punch & Associates Investment Management’s American Express AXP Stock Holding History

Punch & Associates 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
2023
Q2 		– Sell
-750
Closed -$124K – 238
2023
Q1 		$124K Buy
+750
New +$124K 0.01% 207

Other funds holding AXP

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Punch & Associates Investment Management's AXP Position: Q2 2023 in Review

Punch & Associates Investment Management sold out of American Express (AXP) in Q2 2023, closing a stake of 750 shares — an estimated $124K sold.

Punch & Associates Investment Management first reported a position in AXP in Q1 2023 and held it in 1 quarter. The position peaked at $124K in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • Punch & Associates Investment Management reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 750 American Express shares in Q2 2023, an estimated $124K.
  • Punch & Associates Investment Management first reported a position in American Express in Q1 2023 and held it in 1 quarter.
  • Punch & Associates Investment Management's American Express position peaked at $124K in Q1 2023.
  • 2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Punch & Associates Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.