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Unigestion Holding’s American Express AXP Stock Holding History

Unigestion Holding’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
Q4 		– Sell
-3,802
Closed -$1.03M – 158
2024
Q3 		$1.03M Buy
+3,802
New +$947K 0.05% 102
2023
Q3 		– Sell
-4,404
Closed -$758K – 191
2023
Q2 		$758K Sell
4,404
-708
-14% -$114K 0.04% 137
2023
Q1 		$830K Sell
5,112
-1,537
-23% -$255K 0.05% 154
2022
Q4 		$980K Sell
6,649
-91
-1% -$13.5K 0.05% 154
2022
Q3 		$929K Sell
6,740
-228
-3% -$34.5K 0.05% 135
2022
Q2 		$966K Buy
6,968
+5,912
+560% +$977K 0.05% 137
2022
Q1 		$200K Buy
+1,056
New +$191K 0.01% 188
2021
Q4 		– Sell
-62,813
Closed -$10.8M – 187
2021
Q3 		$10.8M Sell
62,813
-270,783
-81% -$45.3M 0.44% 49
2021
Q2 		$54.8M Buy
333,596
+110,167
+49% +$17.3M 1.97% 21
2021
Q1 		$31.6M Buy
+223,429
New +$29.5M 1.12% 32
2018
Q4 		– Sell
-8,300
Closed -$884K – 302
2018
Q3 		$884K Sell
8,300
-208,821
-96% -$21.7M 0.02% 270
2018
Q2 		$21.3M Buy
+217,121
New +$21.3M 0.42% 85

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Unigestion Holding's AXP Position: Q4 2024 in Review

Unigestion Holding sold out of American Express (AXP) in Q4 2024, closing a stake of 3,802 shares — an estimated $1.03M sold.

Unigestion Holding first reported a position in AXP in Q2 2018 and held it in 12 quarters. The position peaked at $54.8M in Q2 2021. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Unigestion Holding reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Unigestion Holding sold 3,802 American Express shares in Q4 2024, an estimated $1.03M.
  • Unigestion Holding first reported a position in American Express in Q2 2018 and held it in 12 quarters.
  • Unigestion Holding's American Express position peaked at $54.8M in Q2 2021.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Unigestion Holding's 13F filing for Q4 2024, filed 13 Feb 2025.