M&G INVESTMENT MANAGEMENT LTD AXP AMERICAN EXPRESS COM USD 0.60

Ownership history in M&G INVESTMENT MANAGEMENT LTD  ·  18 quarters on record

AI Ownership Summary

M&G INVESTMENT MANAGEMENT LTD reported AMERICAN EXPRESS COM USD 0.60 (AXP) in 18 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G INVESTMENT MANAGEMENT LTD's position in AMERICAN EXPRESS COM USD 0.60, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
18 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M&G INVESTMENT MANAGEMENT LTD held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M&G INVESTMENT MANAGEMENT LTD and AXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G INVESTMENT MANAGEMENT LTD reported owning AXP?

M&G INVESTMENT MANAGEMENT LTD reported AXP across 0 quarterly 13F filings.

What was the largest reported AXP position in M&G INVESTMENT MANAGEMENT LTD's portfolio?

This page shows the quarter-by-quarter portfolio weight history for AXP in M&G INVESTMENT MANAGEMENT LTD.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2023 Q4, when M&G INVESTMENT MANAGEMENT LTD reported 496,851 shares, equal to 0.33% of portfolio, with an estimated market value of $92.9M.

What does the chart on this AXP ownership page compare?

The chart compares M&G INVESTMENT MANAGEMENT LTD's quarterly AXP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G INVESTMENT MANAGEMENT LTD time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, M&G INVESTMENT MANAGEMENT LTD correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on AXP relative to SPY over the holding period was +0.9%.

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