Sarah T. Connolly’s American Express AXP Stock Holding History

Sarah T. Connolly’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	-7,200	Closed	-$1.07M	–	16
2023 Q3	$1.07M	Hold	7,200	–	–	0.71%	49
2023 Q2	$1.25M	Sell	7,200 -85	-1%	-$13.7K	0.76%	48
2023 Q1	$1.2M	Hold	7,285	–	–	0.76%	51
2022 Q4	$1.08M	Hold	7,285	–	–	0.73%	51
2022 Q3	$983K	Sell	7,285 -90	-1%	-$13.6K	0.72%	50
2022 Q2	$1.02M	Hold	7,375	–	–	0.7%	55
2022 Q1	$1.38M	Hold	7,375	–	–	0.81%	44
2021 Q4	$1.21M	Hold	7,375	–	–	0.67%	52
2021 Q3	$1.24M	Hold	7,375	–	–	1.02%	36
2021 Q2	$1.22M	Buy	7,375 +175	+2%	+$27.4K	1%	40
2021 Q1	$1.02M	Hold	7,200	–	–	0.91%	47
2020 Q4	$871K	Buy	+7,200	New	+$797K	0.8%	49

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Sarah T. Connolly's AXP Position: Q4 2023 in Review

Sarah T. Connolly sold out of American Express (AXP) in Q4 2023, closing a stake of 7,200 shares — an estimated $1.07M sold.

Sarah T. Connolly first reported a position in AXP in Q4 2020 and held it in 12 quarters. The position peaked at $1.38M in Q1 2022. 2,186 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Sarah T. Connolly reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 7,200 American Express shares in Q4 2023, an estimated $1.07M.
Sarah T. Connolly first reported a position in American Express in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's American Express position peaked at $1.38M in Q1 2022.
2,186 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.