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Ricky Sandler’s American Express AXP Stock Holding History

Ricky Sandler’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
Q4 		– Sell
-95,241
Closed -$14.2M – 62
2023
Q3 		$14.2M Sell
95,241
-2,751
-3% -$450K 0.28% 56
2023
Q2 		$17.1M Sell
97,992
-7,758
-7% -$1.25M 0.22% 59
2023
Q1 		$17.4M Buy
+105,750
New +$17.5M 0.25% 60
2020
Q2 		– Sell
-503,564
Closed -$43.1M – 80
2020
Q1 		$43.1M Buy
+503,564
New +$58.6M 0.47% 71
2019
Q4 		– Sell
-1,060,939
Closed -$125M – 59
2019
Q3 		$125M Buy
1,060,939
+764,424
+258% +$93.7M 1.51% 33
2019
Q2 		$36.6M Buy
296,515
+8,294
+3% +$974K 0.48% 44
2019
Q1 		$31.5M Buy
+288,221
New +$30.3M 0.47% 38

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ricky Sandler's AXP Position: Q4 2023 in Review

Ricky Sandler sold out of American Express (AXP) in Q4 2023, closing a stake of 95,241 shares — an estimated $14.2M sold.

Ricky Sandler first reported a position in AXP in Q1 2019 and held it in 7 quarters. The position peaked at $125M in Q3 2019. 2,188 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • Ricky Sandler reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • Ricky Sandler sold 95,241 American Express shares in Q4 2023, an estimated $14.2M.
  • Ricky Sandler first reported a position in American Express in Q1 2019 and held it in 7 quarters.
  • Ricky Sandler's American Express position peaked at $125M in Q3 2019.
  • 2,188 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Eminence Capital's 13F filing for Q4 2023, filed 14 Feb 2024.