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SpiderRock Advisors’s American Express AXP Stock Holding History

SpiderRock Advisors’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
Q3 		$9.12M Buy
33,623
+8,116
+32% +$2.02M 0.15% 112
2024
Q2 		$5.91M Buy
25,507
+975
+4% +$226K 0.12% 125
2024
Q1 		$5.42M Buy
+24,532
New +$5.09M 0.14% 125
2017
Q3 		– Hold
0
– – – 415
2017
Q1 		– Hold
0
– – – 219

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SpiderRock Advisors's AXP Position: Q3 2024 in Review

SpiderRock Advisors increased its American Express (AXP) stake by 32% in Q3 2024, buying an estimated $2.02M and bringing the position to 33,623 shares worth $9.12M. The position accounts for 0.15% of the portfolio, ranked #112.

SpiderRock Advisors first reported a position in AXP in Q1 2024 and has held it in 3 quarters since. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • SpiderRock Advisors held 33,623 shares of American Express worth $9.12M as of Q3 2024.
  • SpiderRock Advisors bought 8,116 American Express shares in Q3 2024, an estimated $2.02M.
  • American Express made up 0.15% of SpiderRock Advisors's portfolio in Q3 2024, its #112 holding.
  • SpiderRock Advisors first reported a position in American Express in Q1 2024 and has held it in 3 quarters since.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.