BIM
ESRX

Bridges Investment Management’s Express Scripts Holding Company ESRX Stock Holding History

Bridges 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
-71,290
Closed -$6.77M – 359
2018
Q3 		$6.77M Sell
71,290
-840
-1% -$71.6K 0.33% 70
2018
Q2 		$5.57M Buy
72,130
+4,877
+7% +$366K 0.25% 79
2018
Q1 		$4.65M Buy
67,253
+25,710
+62% +$1.96M 0.21% 89
2017
Q4 		$3.1M Sell
41,543
-24,567
-37% -$1.57M 0.25% 76
2017
Q3 		$4.19M Buy
66,110
+15,183
+30% +$944K 0.4% 60
2017
Q2 		$3.25M Sell
50,927
-4,246
-8% -$267K 0.44% 53
2017
Q1 		$3.64M Sell
55,173
-35,899
-39% -$2.47M 0.5% 49
2016
Q4 		$6.26M Sell
91,072
-3,246
-3% -$233K 0.89% 30
2016
Q3 		$6.65M Sell
94,318
-3,130
-3% -$234K 1.11% 26
2016
Q2 		$7.39M Sell
97,448
-13,190
-12% -$970K 1.28% 21
2016
Q1 		$7.6M Sell
110,638
-2,146
-2% -$154K 1.38% 20
2015
Q4 		$9.86M Sell
112,784
-1,592
-1% -$136K 1.76% 14
2015
Q3 		$10.2M Hold
114,376
– – 1.76% 13
2015
Q2 		$10.2M Buy
114,376
+678
+0.6% +$59.2K 1.76% 13
2015
Q1 		$9.87M Buy
113,698
+2,160
+2% +$181K 1.73% 13
2014
Q4 		$9.44M Buy
111,538
+4,697
+4% +$367K 1.67% 13
2014
Q3 		$7.55M Buy
106,841
+244
+0.2% +$17.4K 1.41% 17
2014
Q2 		$7.39M Buy
106,597
+5,541
+5% +$390K 1.41% 17
2014
Q1 		$7.59M Buy
101,056
+7,845
+8% +$587K 1.58% 14
2013
Q4 		$6.55M Buy
93,211
+3,024
+3% +$197K 1.47% 17
2013
Q3 		$5.57M Buy
90,187
+2,242
+3% +$145K 1.38% 19
2013
Q2 		$5.43M Buy
+87,945
New +$5.3M 1.43% 17

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

Bridges Investment Management's ESRX Position: Q4 2018 in Review

Bridges Investment Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 71,290 shares — an estimated $6.77M sold.

Bridges Investment Management first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $10.2M in Q3 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Bridges Investment Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Bridges Investment Management sold 71,290 Express Scripts Holding Company shares in Q4 2018, an estimated $6.77M.
  • Bridges Investment Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Bridges Investment Management's Express Scripts Holding Company position peaked at $10.2M in Q3 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Bridges Investment Management's 13F filing for Q4 2018, filed 11 Feb 2019.