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Van Leeuwen & Company’s American Express AXP Stock Holding History

Van Leeuwen & Company’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
Q4 		– Sell
-1,415
Closed -$211K – 85
2023
Q3 		$211K Buy
+1,415
New +$231K 0.13% 78
2020
Q3 		– Sell
-17,469
Closed -$1.66M – 60
2020
Q2 		$1.66M Buy
+17,469
New +$1.61M 1.29% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Van Leeuwen & Company's AXP Position: Q4 2023 in Review

Van Leeuwen & Company sold out of American Express (AXP) in Q4 2023, closing a stake of 1,415 shares — an estimated $211K sold.

Van Leeuwen & Company first reported a position in AXP in Q2 2020 and held it in 2 quarters. The position peaked at $1.66M in Q2 2020. 2,186 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • Van Leeuwen & Company reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • Van Leeuwen & Company sold 1,415 American Express shares in Q4 2023, an estimated $211K.
  • Van Leeuwen & Company first reported a position in American Express in Q2 2020 and held it in 2 quarters.
  • Van Leeuwen & Company's American Express position peaked at $1.66M in Q2 2020.
  • 2,186 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Van Leeuwen & Company's 13F filing for Q4 2023, filed 7 Feb 2024.