Pricing

AMERICAN EXPRESS COMPANY

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NEW YORK NY
13F Summary
American Express Company is based out of New York. Their last reported 13F filing for Q4 2023 included $1,042,252,367 in managed 13F securities and a top 10 holdings concentration of 100.0%. American Express Company's largest holding is Global Business Travel Group Inc Cl A with shares held of 157,786,199. Whalewisdom has at least 4 13F filings, 4 13D filings, 2 13G filings, and 567 Form 4 filings

2023-12-31

Top Buys (13F)

Name % Change
GBTG Global Business Trav 97.65%
CART Maplebear Inc. 1.72%
BETR Better Home & Financ 0.61%
CARV Carver Bancorp Inc. 0.03%

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
GBTG Global Business Trav 97.65%
CART Maplebear Inc. 1.72%
BETR Better Home & Financ 0.61%
CARV Carver Bancorp Inc. 0.03%

2023-12-31

13F Activity

Market Value $1.04b, Prior: $0
New Purchases 4 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 0 quarters
Time Held Top 10 0 quarters
Time Held All 0 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance