Cerity Partners
ESRX

Cerity Partners’s Express Scripts Holding Company ESRX Stock Holding History

Cerity Partners’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
-18,868
Closed -$1.79M – 574
2018
Q3 		$1.79M Sell
18,868
-1,960
-9% -$167K 0.12% 178
2018
Q2 		$1.61M Buy
20,828
+1,795
+9% +$135K 0.12% 179
2018
Q1 		$1.31M Buy
19,033
+5,273
+38% +$402K 0.1% 200
2017
Q4 		$1.03M Sell
13,760
-37
-0.3% -$2.37K 0.07% 235
2017
Q3 		$874K Sell
13,797
-690
-5% -$42.9K 0.06% 247
2017
Q2 		$925K Buy
14,487
+572
+4% +$35.9K 0.08% 177
2017
Q1 		$917K Buy
+13,915
New +$957K 0.08% 195

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 $1.59B 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

Cerity Partners's ESRX Position: Q4 2018 in Review

Cerity Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 18,868 shares — an estimated $1.79M sold.

Cerity Partners first reported a position in ESRX in Q1 2017 and held it in 7 quarters. The position peaked at $1.79M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Cerity Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Cerity Partners sold 18,868 Express Scripts Holding Company shares in Q4 2018, an estimated $1.79M.
  • Cerity Partners first reported a position in Express Scripts Holding Company in Q1 2017 and held it in 7 quarters.
  • Cerity Partners's Express Scripts Holding Company position peaked at $1.79M in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Cerity Partners's 13F filing for Q4 2018, filed 6 Feb 2019.