Reinhart Partners’s American Express AXP Stock Holding History

Reinhart Partners’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 Q4	–	Sell	-1,100	Closed	-$298K	–	80
2024 Q3	$298K	Hold	1,100	–	–	0.01%	79
2024 Q2	$255K	Hold	1,100	–	–	0.01%	81
2024 Q1	$250K	Hold	1,100	–	–	0.01%	81
2023 Q4	$206K	Buy	+1,100	New	+$177K	0.01%	80
2022 Q2	–	Sell	-1,200	Closed	-$224K	–	80
2022 Q1	$224K	Buy	+1,200	New	+$217K	0.01%	81
2021 Q4	–	Sell	-1,200	Closed	-$201K	–	82
2021 Q3	$201K	Buy	+1,200	New	+$201K	0.01%	83
2015 Q1	–	Sell	-2,300	Closed	-$214K	–	194
2014 Q4	$214K	Sell	2,300 -200	-8%	-$17.9K	0.02%	178
2014 Q3	$219K	Hold	2,500	–	–	0.02%	172
2014 Q2	$237K	Hold	2,500	–	–	0.02%	171
2014 Q1	$225K	Hold	2,500	–	–	0.02%	159
2013 Q4	$227K	Buy	+2,500	New	+$205K	0.02%	158

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Reinhart Partners's AXP Position: Q4 2024 in Review

Reinhart Partners sold out of American Express (AXP) in Q4 2024, closing a stake of 1,100 shares — an estimated $298K sold.

Reinhart Partners first reported a position in AXP in Q4 2013 and held it in 11 quarters. The position peaked at $298K in Q3 2024. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Reinhart Partners reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
Reinhart Partners sold 1,100 American Express shares in Q4 2024, an estimated $298K.
Reinhart Partners first reported a position in American Express in Q4 2013 and held it in 11 quarters.
Reinhart Partners's American Express position peaked at $298K in Q3 2024.
2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Reinhart Partners's 13F filing for Q4 2024, filed 13 Jan 2025.