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	$1.17M	Buy	+4,300	New	+$1.07M	0.02%	436
2019 Q4	–	Hold	0	–	-$1K	–	116
2019 Q3	–	Hold	0	–	–	–	111
2019 Q2	–	Hold	0	–	–	–	77
2019 Q1	–	Hold	0	–	–	–	52

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 2,449 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.
2,449 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.