Capital Research Global Investors’s Express Scripts Holding Company ESRX Stock Holding History

Capital Research Global Investors’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	-11,580,091	Closed	-$1.1B	–	452
2018 Q3	$1.1B	Sell	11,580,091 -1,868,644	-14%	-$159M	0.32%	67
2018 Q2	$1.04B	Sell	13,448,735 -3,646,276	-21%	-$274M	0.28%	83
2018 Q1	$1.18B	Sell	17,095,011 -1,965,880	-10%	-$150M	0.34%	73
2017 Q4	$1.42B	Buy	19,060,891 +5,639,990	+42%	+$361M	0.42%	64
2017 Q3	$850M	Sell	13,420,901 -432,156	-3%	-$26.9M	0.26%	101
2017 Q2	$884M	Sell	13,853,057 -125,378	-0.9%	-$7.87M	0.28%	95
2017 Q1	$921M	Sell	13,978,435 -584,274	-4%	-$40.2M	0.29%	94
2016 Q4	$1B	Buy	14,562,709 +3,012,972	+26%	+$216M	0.32%	78
2016 Q3	$815M	Sell	11,549,737 -674,315	-6%	-$50.4M	0.27%	97
2016 Q2	$927M	Buy	12,224,052 +9,812	+0.1%	+$721K	0.32%	83
2016 Q1	$839M	Sell	12,214,240 -1,743,569	-12%	-$125M	0.29%	93
2015 Q4	$1.22B	Buy	13,957,809 +15,000	+0.1%	+$1.28M	0.42%	61
2015 Q3	$1.13B	Buy	13,942,809 +4,725,000	+51%	+$412M	0.4%	64
2015 Q2	$820M	Buy	9,217,809 +4,148,326	+82%	+$362M	0.27%	93
2015 Q1	$440M	Hold	5,069,483	–	–	0.15%	143
2014 Q4	$429M	Buy	+5,069,483	New	+$396M	0.15%	152
2014 Q2	–	Sell	-10,891,401	Closed	-$818M	–	455
2014 Q1	$818M	Buy	10,891,401 +1,412,601	+15%	+$106M	0.3%	99
2013 Q4	$666M	Buy	9,478,800 +693,800	+8%	+$45.3M	0.25%	112
2013 Q3	$543M	Buy	8,785,000 +2,978,000	+51%	+$193M	0.21%	118
2013 Q2	$358M	Buy	+5,807,000	New	+$350M	0.15%	144

Other funds holding ESRX

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 $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 $2B AUM 22.52% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

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

Capital Research Global Investors's ESRX Position: Q4 2018 in Review

Capital Research Global Investors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 11,580,091 shares — an estimated $1.1B sold.

Capital Research Global Investors first reported a position in ESRX in Q2 2013 and held it in 20 quarters. The position peaked at $1.42B in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Capital Research Global Investors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Capital Research Global Investors sold 11,580,091 Express Scripts Holding Company shares in Q4 2018, an estimated $1.1B.
Capital Research Global Investors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 20 quarters.
Capital Research Global Investors's Express Scripts Holding Company position peaked at $1.42B in Q4 2017.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Capital Research Global Investors's 13F filing for Q4 2018, filed 14 Feb 2019.