BL
ESRX

Bryan Lawrence’s Express Scripts Holding Company ESRX Stock Holding History

Bryan Lawrence’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
2017
Q4 		– Sell
-140,844
Closed -$8.92M – 14
2017
Q3 		$8.92M Sell
140,844
-84,793
-38% -$5.27M 7.52% 8
2017
Q2 		$14.4M Buy
225,637
+18,000
+9% +$1.13M 13.32% 2
2017
Q1 		$13.7M Buy
+207,637
New +$14.3M 13.09% 3

Other funds holding ESRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bryan Lawrence's ESRX Position: Q4 2017 in Review

Bryan Lawrence sold out of Express Scripts Holding Company (ESRX) in Q4 2017, closing a stake of 140,844 shares — an estimated $8.92M sold.

Bryan Lawrence first reported a position in ESRX in Q1 2017 and held it in 3 quarters. The position peaked at $14.4M in Q2 2017. 1,109 funds tracked by Wall St. Rank hold ESRX as of Q4 2017.

  • Bryan Lawrence reported no remaining Express Scripts Holding Company position as of Q4 2017 after selling out during the quarter.
  • Bryan Lawrence sold 140,844 Express Scripts Holding Company shares in Q4 2017, an estimated $8.92M.
  • Bryan Lawrence first reported a position in Express Scripts Holding Company in Q1 2017 and held it in 3 quarters.
  • Bryan Lawrence's Express Scripts Holding Company position peaked at $14.4M in Q2 2017.
  • 1,109 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2017.

Based on Oakcliff Capital Partners's 13F filing for Q4 2017, filed 13 Feb 2018.