AI
ESRX

Accredited Investors’s Express Scripts Holding Company ESRX Stock Holding History

Accredited Investors’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,602
Closed -$247K – 140
2018
Q3 		$247K Hold
2,602
– – 0.06% 108
2018
Q2 		$201K Buy
+2,602
New +$195K 0.05% 117
2018
Q1 		– Sell
-3,934
Closed -$294K – 127
2017
Q4 		$294K Sell
3,934
-695
-15% -$44.4K 0.08% 90
2017
Q3 		$293K Hold
4,629
– – 0.08% 89
2017
Q2 		$296K Hold
4,629
– – 0.08% 73
2017
Q1 		$305K Sell
4,629
-14
-0.3% -$963 0.08% 78
2016
Q4 		$319K Sell
4,643
-274
-6% -$19.6K 0.08% 75
2016
Q3 		$347K Hold
4,917
– – 0.1% 70
2016
Q2 		$373K Hold
4,917
– – 0.1% 67
2016
Q1 		$338K Sell
4,917
-18
-0.4% -$1.29K 0.09% 70
2015
Q4 		$432K Sell
4,935
-345
-7% -$29.6K 0.11% 62
2015
Q3 		$428K Buy
5,280
+259
+5% +$22.6K 0.12% 53
2015
Q2 		$447K Sell
5,021
-200
-4% -$17.5K 0.12% 44
2015
Q1 		$454K Hold
5,221
– – 0.12% 43
2014
Q4 		$443K Sell
5,221
-200
-4% -$15.6K 0.13% 43
2014
Q3 		$383K Hold
5,421
– – 0.12% 45
2014
Q2 		$376K Buy
5,421
+18
+0.3% +$1.27K 0.12% 42
2014
Q1 		$406K Hold
5,403
– – 0.14% 39
2013
Q4 		$380K Sell
5,403
-647
-11% -$42.2K 0.13% 36
2013
Q3 		$374K Sell
6,050
-200
-3% -$12.9K 0.14% 37
2013
Q2 		$386K Buy
+6,250
New +$376K 0.15% 35

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
MYAM
Meiji Yasuda Asset Management Tokyo, Japan $2B AUM 22.52% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Accredited Investors's ESRX Position: Q4 2018 in Review

Accredited Investors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,602 shares — an estimated $247K sold.

Accredited Investors first reported a position in ESRX in Q2 2013 and held it in 21 quarters. The position peaked at $454K in Q1 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Accredited Investors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Accredited Investors sold 2,602 Express Scripts Holding Company shares in Q4 2018, an estimated $247K.
  • Accredited Investors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 21 quarters.
  • Accredited Investors's Express Scripts Holding Company position peaked at $454K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Accredited Investors's 13F filing for Q4 2018, filed 13 Feb 2019.