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CIK: 0000004962
Total reported value
$1.5B
$1.5B
4 檔
65.5%
The Q1 2024 SEC filing reveals that American Express Co held a total portfolio value of $1.5B, covering 4 public equity positions.
In Q1 2024, American Express Co adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GBTG, CART, BETTER HOME FINANCE HOLDIN) accounted for 65.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GBTG | Global Business Travel Group | Stock-Other | 97.68% | — | — | |
| 2 | CART | Maplebear Inc | Stock-Consumer Disc | 1.91% | — | -35.05% | |
| 3 | ✓ | Better Home Finance Holdin | Stock-Other | 0.40% | — | — | |
| 4 | CARV | Carver Bancorp Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CART | Maplebear Inc | +0.2% | -35.05% | Trim |
| 2 | GBTG | Global Business Travel Group | 0% | — | Unchanged |
| 3 | CARV | Carver Bancorp Inc | 0% | — | Unchanged |
| 4 | ✓ | Better Home Finance Holdin | -0.2% | — | Unchanged |
According to official SEC Form 13F filings, American Express Co reported a total U.S. public equity portfolio value of $1.5B across 4 disclosed positions in Q1 2024.
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Top Position Liquidated / Trimmed
CART
前期市值: $17.9M
During Q1 2024, American Express Co's top holdings by market value included GBTG (97.7%)、CART (1.9%)、BETTER HOME FINANCE HOLDIN (0.4%). The largest single position, GBTG, represented 97.7% of total portfolio value.
In Q1 2024, American Express Co made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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