BSW
ESRX

Buckingham Strategic Wealth’s Express Scripts Holding Company ESRX Stock Holding History

Buckingham Strategic Wealth’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
-6,251
Closed -$594K – 394
2018
Q3 		$594K Sell
6,251
-691
-10% -$58.9K 0.09% 169
2018
Q2 		$536K Sell
6,942
-1,629
-19% -$122K 0.09% 171
2018
Q1 		$592K Sell
8,571
-15
-0.2% -$1.14K 0.12% 151
2017
Q4 		$641K Sell
8,586
-32
-0.4% -$2.05K 0.13% 143
2017
Q3 		$546K Sell
8,618
-256
-3% -$15.9K 0.13% 145
2017
Q2 		$567K Buy
8,874
+52
+0.6% +$3.27K 0.13% 145
2017
Q1 		$581K Sell
8,822
-1,223
-12% -$84.1K 0.17% 119
2016
Q4 		$691K Sell
10,045
-1,608
-14% -$115K 0.22% 89
2016
Q3 		$822K Buy
11,653
+3,457
+42% +$259K 0.28% 75
2016
Q2 		$621K Buy
8,196
+2
+0% +$147 0.21% 101
2016
Q1 		$563K Buy
8,194
+911
+13% +$65.5K 0.19% 100
2015
Q4 		$637K Sell
7,283
-1,186
-14% -$102K 0.21% 84
2015
Q3 		$686K Sell
8,469
-1,886
-18% -$164K 0.24% 75
2015
Q2 		$921K Buy
10,355
+816
+9% +$71.3K 0.3% 64
2015
Q1 		$828K Buy
9,539
+800
+9% +$67.1K 0.31% 57
2014
Q4 		$740K Buy
8,739
+973
+13% +$76K 0.29% 65
2014
Q3 		$549K Buy
+7,766
New +$553K 0.23% 71
2013
Q4 		– Sell
-7,270
Closed -$449K – 167
2013
Q3 		$449K Sell
7,270
-9
-0.1% -$582 0.24% 67
2013
Q2 		$449K Buy
+7,279
New +$438K 0.25% 67

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 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 $1.41B AUM 14.87% 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

Buckingham Strategic Wealth's ESRX Position: Q4 2018 in Review

Buckingham Strategic Wealth sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 6,251 shares — an estimated $594K sold.

Buckingham Strategic Wealth first reported a position in ESRX in Q2 2013 and held it in 19 quarters. The position peaked at $921K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Buckingham Strategic Wealth reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,251 Express Scripts Holding Company shares in Q4 2018, an estimated $594K.
  • Buckingham Strategic Wealth first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 19 quarters.
  • Buckingham Strategic Wealth's Express Scripts Holding Company position peaked at $921K in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2018, filed 11 Feb 2019.