Sandler Capital Management’s American Express AXP Stock Holding History

Sandler Capital 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	-33,448	Closed	-$5.52M	–	100
2023 Q1	$5.52M	Buy	+33,448	New	+$5.55M	0.5%	64
2022 Q3	–	Sell	-92,232	Closed	-$12.8M	–	85
2022 Q2	$12.8M	Buy	92,232 +15,032	+19%	+$2.48M	1.36%	29
2022 Q1	$14.4M	Buy	+77,200	New	+$13.9M	1.27%	22
2014 Q3	–	Sell	-153,000	Closed	-$14.5M	–	183
2014 Q2	$14.5M	Buy	+153,000	New	+$13.8M	0.61%	61

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

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

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

Sandler Capital Management's AXP Position: Q2 2023 in Review

Sandler Capital Management sold out of American Express (AXP) in Q2 2023, closing a stake of 33,448 shares — an estimated $5.52M sold.

Sandler Capital Management first reported a position in AXP in Q2 2014 and held it in 4 quarters. The position peaked at $14.5M in Q2 2014. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Sandler Capital Management reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
Sandler Capital Management sold 33,448 American Express shares in Q2 2023, an estimated $5.52M.
Sandler Capital Management first reported a position in American Express in Q2 2014 and held it in 4 quarters.
Sandler Capital Management's American Express position peaked at $14.5M in Q2 2014.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Sandler Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.