Charles D. Hyman’s Express Scripts Holding Company ESRX Stock Holding History

Charles D. Hyman’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	-67,614	Closed	-$6.42M	–	183
2018 Q3	$6.42M	Sell	67,614 -1,650	-2%	-$141K	0.67%	47
2018 Q2	$5.35M	Sell	69,264 -2,907	-4%	-$218K	0.6%	49
2018 Q1	$4.99M	Sell	72,171 -1,050	-1%	-$80.1K	0.57%	50
2017 Q4	$5.46M	Sell	73,221 -2,108	-3%	-$135K	0.63%	49
2017 Q3	$4.77M	Sell	75,329 -2,055	-3%	-$128K	0.59%	52
2017 Q2	$4.94M	Sell	77,384 -115	-0.1%	-$7.22K	0.63%	49
2017 Q1	$5.11M	Sell	77,499 -1,000	-1%	-$68.8K	0.68%	49
2016 Q4	$5.4M	Sell	78,499 -5,185	-6%	-$372K	0.76%	46
2016 Q3	$5.9M	Sell	83,684 -965	-1%	-$72.2K	0.88%	43
2016 Q2	$6.42M	Sell	84,649 -1,084	-1%	-$79.7K	0.96%	40
2016 Q1	$5.89M	Sell	85,733 -3,404	-4%	-$245K	0.93%	41
2015 Q4	$7.79M	Sell	89,137 -819	-0.9%	-$70.2K	1.29%	36
2015 Q3	$7.28M	Sell	89,956 -1,263	-1%	-$110K	1.28%	36
2015 Q2	$8.11M	Sell	91,219 -140	-0.2%	-$12.2K	1.3%	36
2015 Q1	$7.93M	Hold	91,359	–	–	1.27%	35
2014 Q4	$7.74M	Sell	91,359 -4,480	-5%	-$350K	1.25%	33
2014 Q3	$6.77M	Sell	95,839 -1,697	-2%	-$121K	1.13%	38
2014 Q2	$6.76M	Sell	97,536 -3,050	-3%	-$215K	1.14%	36
2014 Q1	$7.55M	Sell	100,586 -1,050	-1%	-$78.6K	1.36%	27
2013 Q4	$7.14M	Sell	101,636 -2,390	-2%	-$156K	1.31%	27
2013 Q3	$6.43M	Sell	104,026 -7,212	-6%	-$466K	1.27%	31
2013 Q2	$6.87M	Buy	+111,238	New	+$6.7M	1.41%	24

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 $1.59B 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

Charles D. Hyman's ESRX Position: Q4 2018 in Review

Charles D. Hyman sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 67,614 shares — an estimated $6.42M sold.

Charles D. Hyman first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $8.11M in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Charles D. Hyman reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Charles D. Hyman sold 67,614 Express Scripts Holding Company shares in Q4 2018, an estimated $6.42M.
Charles D. Hyman first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
Charles D. Hyman's Express Scripts Holding Company position peaked at $8.11M in Q2 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Charles D. Hyman's 13F filing for Q4 2018, filed 31 Jan 2019.