AMIM
ESRX

Aull & Monroe Investment Management’s Express Scripts Holding Company ESRX Stock Holding History

Aull & Monroe Investment Management’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
-2,131
Closed -$203K – 131
2018
Q3 		$203K Buy
+2,131
New +$182K 0.1% 132
2016
Q1 		– Sell
-2,667
Closed -$234K – 126
2015
Q4 		$234K Sell
2,667
-351
-12% -$30.1K 0.15% 107
2015
Q3 		$245K Buy
3,018
+67
+2% +$5.84K 0.16% 106
2015
Q2 		$265K Buy
2,951
+39
+1% +$3.41K 0.16% 102
2015
Q1 		$252K Hold
2,912
– – 0.14% 108
2014
Q4 		$247K Sell
2,912
-77
-3% -$6.02K 0.13% 111
2014
Q3 		$211K Sell
2,989
-4
-0.1% -$285 0.11% 109
2014
Q2 		$207K Buy
2,993
+149
+5% +$10.5K 0.11% 118
2014
Q1 		$214K Buy
+2,844
New +$213K 0.12% 110

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 $4.53B AUM 21.1% 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

Aull & Monroe Investment Management's ESRX Position: Q4 2018 in Review

Aull & Monroe Investment Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,131 shares — an estimated $203K sold.

Aull & Monroe Investment Management first reported a position in ESRX in Q1 2014 and held it in 9 quarters. The position peaked at $265K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Aull & Monroe Investment Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 2,131 Express Scripts Holding Company shares in Q4 2018, an estimated $203K.
  • Aull & Monroe Investment Management first reported a position in Express Scripts Holding Company in Q1 2014 and held it in 9 quarters.
  • Aull & Monroe Investment Management's Express Scripts Holding Company position peaked at $265K in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Aull & Monroe Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.