Riverbridge Partners’s American Express AXP Stock Holding History

Riverbridge 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 Q1	–	Sell	-2,690	Closed	-$504K	–	181
2023 Q4	$504K	Buy	2,690 +17	+0.6%	+$2.74K	0.01%	155
2023 Q3	$399K	Hold	2,673	–	–	0.01%	160
2023 Q2	$466K	Hold	2,673	–	–	0.01%	148
2023 Q1	$441K	Hold	2,673	–	–	0.01%	154
2022 Q4	$395K	Sell	2,673 -675	-20%	-$100K	0.01%	163
2022 Q3	$452K	Hold	3,348	–	–	0.01%	157
2022 Q2	$464K	Hold	3,348	–	–	0.01%	155
2022 Q1	$626K	Hold	3,348	–	–	0.01%	130
2021 Q4	$548K	Hold	3,348	–	–	0.01%	137
2021 Q3	$561K	Hold	3,348	–	–	0.01%	132
2021 Q2	$553K	Sell	3,348 -102	-3%	-$16K	0.01%	134
2021 Q1	$488K	Hold	3,450	–	–	0.01%	132
2020 Q4	$417K	Sell	3,450 -100	-3%	-$11.1K	﹤0.01%	131
2020 Q3	$356K	Hold	3,550	–	–	0.01%	134
2020 Q2	$338K	Buy	+3,550	New	+$327K	0.01%	130
2020 Q1	–	Sell	-1,750	Closed	-$218K	–	138
2019 Q4	$218K	Hold	1,750	–	–	﹤0.01%	136
2019 Q3	$207K	Hold	1,750	–	–	﹤0.01%	132
2019 Q2	$216K	Buy	+1,750	New	+$206K	﹤0.01%	135

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Riverbridge Partners's AXP Position: Q1 2024 in Review

Riverbridge Partners sold out of American Express (AXP) in Q1 2024, closing a stake of 2,690 shares — an estimated $504K sold.

Riverbridge Partners first reported a position in AXP in Q2 2019 and held it in 18 quarters. The position peaked at $626K in Q1 2022. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Riverbridge Partners reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
Riverbridge Partners sold 2,690 American Express shares in Q1 2024, an estimated $504K.
Riverbridge Partners first reported a position in American Express in Q2 2019 and held it in 18 quarters.
Riverbridge Partners's American Express position peaked at $626K in Q1 2022.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Riverbridge Partners's 13F filing for Q1 2024, filed 26 Apr 2024.