Chad R. Baker’s Express Scripts Holding Company ESRX Stock Holding History

Chad R. Baker’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	-24,000	Closed	-$2.28M	–	56
2018 Q3	$2.28M	Hold	24,000	–	–	0.83%	42
2018 Q2	$1.85M	Hold	24,000	–	–	0.74%	44
2018 Q1	$1.66M	Hold	24,000	–	–	0.65%	46
2017 Q4	$1.79M	Hold	24,000	–	–	0.71%	45
2017 Q3	$1.52M	Hold	24,000	–	–	0.6%	48
2017 Q2	$1.53M	Hold	24,000	–	–	0.61%	48
2017 Q1	$1.58M	Hold	24,000	–	–	0.64%	47
2016 Q4	$1.65M	Hold	24,000	–	–	0.73%	44
2016 Q3	$1.69M	Hold	24,000	–	–	0.73%	45
2016 Q2	$1.82M	Hold	24,000	–	–	0.81%	41
2016 Q1	$1.65M	Hold	24,000	–	–	0.75%	45
2015 Q4	$2.1M	Buy	+24,000	New	+$2.06M	0.94%	44

Other funds holding ESRX

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

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

Chad R. Baker's ESRX Position: Q4 2018 in Review

Chad R. Baker sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 24,000 shares — an estimated $2.28M sold.

Chad R. Baker first reported a position in ESRX in Q4 2015 and held it in 12 quarters. The position peaked at $2.28M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Chad R. Baker reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Chad R. Baker sold 24,000 Express Scripts Holding Company shares in Q4 2018, an estimated $2.28M.
Chad R. Baker first reported a position in Express Scripts Holding Company in Q4 2015 and held it in 12 quarters.
Chad R. Baker's Express Scripts Holding Company position peaked at $2.28M in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Chad R. Baker's 13F filing for Q4 2018, filed 8 Feb 2019.