Sycomore Asset Management’s American Express AXP Stock Holding History

Sycomore Asset 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 Q1	–	Sell	-816	Closed	-$120K	–	91
2022 Q4	$120K	Hold	816	–	–	0.03%	84
2022 Q3	$112K	Hold	816	–	–	0.03%	98
2022 Q2	$116K	Hold	816	–	–	0.03%	92
2022 Q1	$156K	Buy	816 +245	+43%	+$44.2K	0.03%	96
2021 Q4	$94K	Sell	571 -48,729	-99%	-$8.31M	0.01%	111
2021 Q3	$8.54M	Hold	49,300	–	–	1.25%	23
2021 Q2	$8.35M	Hold	49,300	–	–	1.16%	25
2021 Q1	$7.02M	Hold	49,300	–	–	1.36%	25
2020 Q4	$5.96M	Buy	+49,300	New	+$5.46M	1.25%	26

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sycomore Asset Management's AXP Position: Q1 2023 in Review

Sycomore Asset Management sold out of American Express (AXP) in Q1 2023, closing a stake of 816 shares — an estimated $120K sold.

Sycomore Asset Management first reported a position in AXP in Q4 2020 and held it in 9 quarters. The position peaked at $8.54M in Q3 2021. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Sycomore Asset Management reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Sycomore Asset Management sold 816 American Express shares in Q1 2023, an estimated $120K.
Sycomore Asset Management first reported a position in American Express in Q4 2020 and held it in 9 quarters.
Sycomore Asset Management's American Express position peaked at $8.54M in Q3 2021.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Sycomore Asset Management's 13F filing for Q1 2023, filed 7 Apr 2023.