BFO
ESRX

Boston Family Office’s Express Scripts Holding Company ESRX Stock Holding History

Boston Family Office’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
-6,907
Closed -$656K – 269
2018
Q3 		$656K Hold
6,907
– – 0.07% 173
2018
Q2 		$533K Hold
6,907
– – 0.06% 195
2018
Q1 		$477K Hold
6,907
– – 0.05% 199
2017
Q4 		$516K Sell
6,907
-146
-2% -$9.34K 0.06% 196
2017
Q3 		$447K Sell
7,053
-1,017
-13% -$63.2K 0.05% 204
2017
Q2 		$515K Sell
8,070
-2,992
-27% -$188K 0.06% 190
2017
Q1 		$729K Sell
11,062
-1,937
-15% -$133K 0.09% 163
2016
Q4 		$894K Sell
12,999
-505
-4% -$36.2K 0.12% 155
2016
Q3 		$952K Sell
13,504
-2,050
-13% -$153K 0.12% 149
2016
Q2 		$1.18M Sell
15,554
-2,806
-15% -$206K 0.15% 135
2016
Q1 		$1.26M Sell
18,360
-588
-3% -$42.3K 0.17% 129
2015
Q4 		$1.66M Sell
18,948
-452
-2% -$38.7K 0.23% 120
2015
Q3 		$1.57M Hold
19,400
– – 0.22% 119
2015
Q2 		$1.73M Sell
19,400
-1,624
-8% -$142K 0.22% 115
2015
Q1 		$1.82M Sell
21,024
-799
-4% -$67K 0.23% 108
2014
Q4 		$1.85M Hold
21,823
– – 0.23% 108
2014
Q3 		$1.54M Sell
21,823
-203
-0.9% -$14.5K 0.2% 117
2014
Q2 		$1.53M Hold
22,026
– – 0.19% 119
2014
Q1 		$1.65M Sell
22,026
-160
-0.7% -$12K 0.22% 113
2013
Q4 		$1.56M Buy
22,186
+578
+3% +$37.7K 0.21% 115
2013
Q3 		$1.33M Sell
21,608
-800
-4% -$51.7K 0.19% 116
2013
Q2 		$1.38M Buy
+22,408
New +$1.35M 0.21% 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 $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

Boston Family Office's ESRX Position: Q4 2018 in Review

Boston Family Office sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 6,907 shares — an estimated $656K sold.

Boston Family Office first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.85M in Q4 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Boston Family Office reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Boston Family Office sold 6,907 Express Scripts Holding Company shares in Q4 2018, an estimated $656K.
  • Boston Family Office first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Boston Family Office's Express Scripts Holding Company position peaked at $1.85M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Boston Family Office's 13F filing for Q4 2018, filed 12 Feb 2019.