AA
ESRX

Ancora Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Ancora Advisors’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
-683
Closed -$65K – 1318
2018
Q3 		$65K Buy
+683
New +$58.2K ﹤0.01% 842
2017
Q3 		– Sell
-6,329
Closed -$404K – 689
2017
Q2 		$404K Sell
6,329
-49,905
-89% -$3.13M 0.03% 456
2017
Q1 		$3.71M Sell
56,234
-13,573
-19% -$934K 0.25% 126
2016
Q4 		$4.8M Buy
69,807
+66,128
+1,797% +$4.74M 0.35% 78
2016
Q3 		$259K Buy
3,679
+23
+0.6% +$1.72K 0.03% 436
2016
Q2 		$277K Buy
3,656
+100
+3% +$7.35K 0.03% 401
2016
Q1 		$244K Sell
3,556
-201
-5% -$14.4K 0.03% 415
2015
Q4 		$328K Buy
+3,757
New +$322K 0.04% 372
2015
Q3 		– Sell
-2,300
Closed -$205K – 535
2015
Q2 		$205K Buy
+2,300
New +$201K 0.02% 456

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 $1.41B AUM 14.87% 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

Ancora Advisors's ESRX Position: Q4 2018 in Review

Ancora Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 683 shares — an estimated $65K sold.

Ancora Advisors first reported a position in ESRX in Q2 2015 and held it in 9 quarters. The position peaked at $4.8M in Q4 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Ancora Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 683 Express Scripts Holding Company shares in Q4 2018, an estimated $65K.
  • Ancora Advisors first reported a position in Express Scripts Holding Company in Q2 2015 and held it in 9 quarters.
  • Ancora Advisors's Express Scripts Holding Company position peaked at $4.8M in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.