Portfolio changes · featured 13Fs
Activity
Moves in AXP across featured managers — New / Exit / Add / Reduce.
AXP · all sizes
7 shown7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| AXP | New | Francois Rochon - Giverny Capital | +0.53 pp | opened 0.53% | Q1→Q2 |
| AXP | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | opened <0.01% | Q1→Q2 |
| 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 |
| 5 Aug 1 | |||||
| AXP | Add | First Eagle Investment Management | +0.28 pp | +1.1% 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