ARMC
ESRX

American Research & Management Company’s Express Scripts Holding Company ESRX Stock Holding History

American Research & Management Company’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
-873
Closed -$83K – 350
2018
Q3 		$83K Sell
873
-17
-2% -$1.45K 0.02% 163
2018
Q2 		$69K Buy
890
+807
+972% +$60.5K 0.02% 157
2018
Q1 		$6K Hold
83
– – ﹤0.01% 323
2017
Q4 		$6K Hold
83
– – ﹤0.01% 323
2017
Q3 		$5K Hold
83
– – ﹤0.01% 306
2017
Q2 		$5K Hold
83
– – ﹤0.01% 298
2017
Q1 		$5K Sell
83
-58
-41% -$3.99K ﹤0.01% 290
2016
Q4 		$10K Sell
141
-4
-3% -$287 ﹤0.01% 274
2016
Q3 		$10K Buy
145
+47
+48% +$3.52K ﹤0.01% 279
2016
Q2 		$7K Hold
98
– – ﹤0.01% 282
2016
Q1 		$7K Hold
98
– – ﹤0.01% 293
2015
Q4 		$9K Hold
98
– – ﹤0.01% 277
2015
Q3 		$8K Hold
98
– – ﹤0.01% 290
2015
Q2 		$9K Sell
98
-7
-7% -$611 ﹤0.01% 291
2015
Q1 		$9K Sell
105
-8
-7% -$671 ﹤0.01% 291
2014
Q4 		$10K Hold
113
– – ﹤0.01% 277
2014
Q3 		$8K Hold
113
– – ﹤0.01% 301
2014
Q2 		$8K Hold
113
– – ﹤0.01% 308
2014
Q1 		$8K Sell
113
-11
-9% -$824 ﹤0.01% 310
2013
Q4 		$9K Hold
124
– – ﹤0.01% 305
2013
Q3 		$8K Hold
124
– – ﹤0.01% 296
2013
Q2 		$8K Buy
+124
New +$7.47K ﹤0.01% 294

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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

American Research & Management Company's ESRX Position: Q4 2018 in Review

American Research & Management Company sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 873 shares — an estimated $83K sold.

American Research & Management Company first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $83K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • American Research & Management Company reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • American Research & Management Company sold 873 Express Scripts Holding Company shares in Q4 2018, an estimated $83K.
  • American Research & Management Company first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • American Research & Management Company's Express Scripts Holding Company position peaked at $83K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on American Research & Management Company's 13F filing for Q4 2018, filed 12 Feb 2019.