Sustainable Insight Capital Management’s American Express AXP Stock Holding History

Sustainable Insight 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
2021 Q4	–	Sell	-2,408	Closed	-$403K	–	126
2021 Q3	$403K	Buy	2,408 +122	+5%	+$20.4K	0.26%	58
2021 Q2	$378K	Sell	2,286 -773	-25%	-$121K	0.22%	77
2021 Q1	$433K	Hold	3,059	–	–	0.29%	61
2020 Q4	$370K	Buy	+3,059	New	+$339K	0.25%	66
2019 Q2	–	Sell	-2,774	Closed	-$303K	–	59
2019 Q1	$303K	Sell	2,774 -228	-8%	-$24K	0.39%	60
2018 Q4	$286K	Hold	3,002	–	–	0.37%	45
2018 Q3	$320K	Buy	+3,002	New	+$312K	0.21%	42

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Sustainable Insight Capital Management's AXP Position: Q4 2021 in Review

Sustainable Insight Capital Management sold out of American Express (AXP) in Q4 2021, closing a stake of 2,408 shares — an estimated $403K sold.

Sustainable Insight Capital Management first reported a position in AXP in Q3 2018 and held it in 7 quarters. The position peaked at $433K in Q1 2021. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Sustainable Insight Capital Management reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
Sustainable Insight Capital Management sold 2,408 American Express shares in Q4 2021, an estimated $403K.
Sustainable Insight Capital Management first reported a position in American Express in Q3 2018 and held it in 7 quarters.
Sustainable Insight Capital Management's American Express position peaked at $433K in Q1 2021.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.