MARSICO GROWTH FUND AXP Holdings History

Number of Shares
49,394.00
Current Holdings Value*
$14.66 Mil
% of Portfolio
3.07%
Total Estimate Gain
$7.74 Mil
% of Total Estimate Gain
20.94%

MARSICO GROWTH FUND's American Express Co Holding Summary

As of 2024-12-31, MARSICO INVESTMENT FUND held 49,394.00 shares of American Express Co(AXP), totaling $14.66 Mil. This investment constitutes 3.07% of their stock portfolio, and MARSICO INVESTMENT FUND now holds 0.01% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2021Q1. And since then MARSICO GROWTH FUND has made 4 purchases of AXP, at an average price of $172.53, for a total of 214,336.00 shares. In addition, there have been 4 sales at an average price of $178.83 for 164,942.00 shares. Based on historical transaction data and AXP's current price of $308.26, MARSICO GROWTH FUND's estimated gain on his AXP holdings is $7.74 Mil, reflecting a 20.94% gain to date.

MARSICO GROWTH FUND AXP ($308.26) Holding Chart

MARSICO GROWTH FUND AXP ($308.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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