BTR Capital Management’s Express Scripts Holding Company ESRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,496
| Closed | -$237K | – | 177 |
|
|
2018
Q3 | $237K | Buy |
+2,496
| New | +$237K | 0.04% | 154 |
|
|
2014
Q3 | – | Sell |
-64,802
| Closed | -$4.49M | – | 138 |
|
|
2014
Q2 | $4.49M | Sell |
64,802
-28,500
| -31% | -$1.98M | 1.23% | 33 |
|
|
2014
Q1 | $7.01M | Sell |
93,302
-2,017
| -2% | -$151K | 2.04% | 16 |
|
|
2013
Q4 | $6.7M | Sell |
95,319
-25
| -0% | -$1.76K | 1.91% | 18 |
|
|
2013
Q3 | $5.89M | Sell |
95,344
-2,305
| -2% | -$142K | 1.85% | 19 |
|
|
2013
Q2 | $6.03M | Buy |
+97,649
| New | +$6.03M | 1.88% | 16 |
|