Portfolio changes · featured 13Fs
Activity
Moves in AXP across featured managers — New / Exit / Add / Reduce.
AXP · reduce · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 13 Aug 1 | |||||
| AXP | Reduce | Thomas Russo - Gardner Russo & Quinn | 0.00 pp | −21.0% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| AXP | Reduce | Christopher Davis - Davis Selected Advisers | −0.02 pp | −10.0% sh | Q1→Q2 |
| 15 Jul 2 | |||||
| AXP | Reduce | David Katz - Matrix Asset Advisors | −0.01 pp | −5.3% sh | Q1→Q2 |
| AXP | Reduce | Lindsell Train | +0.01 pp | −15.6% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home