BTW
ESRX

Boston Trust Walden’s Express Scripts Holding Company ESRX Stock Holding History

Boston Trust Walden’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
-2,122
Closed -$202K – 386
2018
Q3 		$202K Buy
+2,122
New +$181K ﹤0.01% 378
2018
Q2 		– Sell
-3,172
Closed -$219K – 386
2018
Q1 		$219K Sell
3,172
-1,344
-30% -$103K ﹤0.01% 373
2017
Q4 		$337K Sell
4,516
-22,825
-83% -$1.46M ﹤0.01% 352
2017
Q3 		$1.73M Hold
27,341
– – 0.03% 286
2017
Q2 		$1.75M Sell
27,341
-11,964
-30% -$751K 0.03% 280
2017
Q1 		$2.59M Buy
39,305
+2,620
+7% +$180K 0.04% 253
2016
Q4 		$2.52M Sell
36,685
-139,210
-79% -$9.98M 0.04% 249
2016
Q3 		$12.4M Sell
175,895
-372,443
-68% -$27.9M 0.2% 161
2016
Q2 		$41.6M Sell
548,338
-50,070
-8% -$3.68M 0.71% 39
2016
Q1 		$41.1M Sell
598,408
-67,395
-10% -$4.85M 0.72% 35
2015
Q4 		$58.2M Sell
665,803
-140
-0% -$12K 1.08% 16
2015
Q3 		$53.9M Buy
665,943
+10,950
+2% +$954K 0.9% 18
2015
Q2 		$58.3M Buy
654,993
+3,150
+0.5% +$275K 0.89% 18
2015
Q1 		$56.6M Buy
651,843
+52,071
+9% +$4.37M 0.84% 27
2014
Q4 		$50.8M Buy
599,772
+169,670
+39% +$13.3M 0.76% 31
2014
Q3 		$30.4M Buy
430,102
+142,697
+50% +$10.2M 0.47% 95
2014
Q2 		$19.9M Buy
287,405
+277,132
+2,698% +$19.5M 0.29% 145
2014
Q1 		$771K Sell
10,273
-414
-4% -$31K 0.01% 268
2013
Q4 		$751K Hold
10,687
– – 0.01% 274
2013
Q3 		$660K Sell
10,687
-1,861
-15% -$120K 0.01% 270
2013
Q2 		$775K Buy
+12,548
New +$756K 0.01% 257

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $2.22B AUM 32.92% 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 $914M AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Boston Trust Walden's ESRX Position: Q4 2018 in Review

Boston Trust Walden sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,122 shares — an estimated $202K sold.

Boston Trust Walden first reported a position in ESRX in Q2 2013 and held it in 21 quarters. The position peaked at $58.3M in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Boston Trust Walden reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Boston Trust Walden sold 2,122 Express Scripts Holding Company shares in Q4 2018, an estimated $202K.
  • Boston Trust Walden first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 21 quarters.
  • Boston Trust Walden's Express Scripts Holding Company position peaked at $58.3M in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Boston Trust Walden's 13F filing for Q4 2018, filed 17 Jan 2019.