CYG
ESRX

Clean Yield Group’s Express Scripts Holding Company ESRX Stock Holding History

Clean Yield Group’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
-6,150
Closed -$584K – 310
2018
Q3 		$584K Hold
6,150
– – 0.23% 84
2018
Q2 		$475K Sell
6,150
-234
-4% -$17.6K 0.2% 88
2018
Q1 		$441K Hold
6,384
– – 0.19% 97
2017
Q4 		$477K Hold
6,384
– – 0.19% 100
2017
Q3 		$404K Hold
6,384
– – 0.16% 99
2017
Q2 		$397K Hold
6,384
– – 0.17% 102
2017
Q1 		$421K Hold
6,384
– – 0.18% 99
2016
Q4 		$439K Hold
6,384
– – 0.2% 93
2016
Q3 		$450K Sell
6,384
-100
-2% -$7.48K 0.2% 94
2016
Q2 		$491K Buy
6,484
+500
+8% +$36.8K 0.21% 89
2016
Q1 		$426K Sell
5,984
-6,300
-51% -$453K 0.19% 89
2015
Q4 		$893K Hold
12,284
– – 0.44% 70
2015
Q3 		$1.05M Sell
12,284
-1,000
-8% -$87.1K 0.5% 63
2015
Q2 		$1.18M Sell
13,284
-400
-3% -$34.9K 0.54% 63
2015
Q1 		$1.19M Sell
13,684
-273
-2% -$22.9K 0.51% 63
2014
Q4 		$1.18M Hold
13,957
– – 0.53% 64
2014
Q3 		$986K Hold
13,957
– – 0.47% 68
2014
Q2 		$968K Buy
13,957
+174
+1% +$12.2K 0.48% 69
2014
Q1 		$1.03M Hold
13,783
– – 0.54% 64
2013
Q4 		$968K Hold
13,783
– – 0.52% 66
2013
Q3 		$852K Hold
13,783
– – 0.46% 65
2013
Q2 		$851K Buy
+13,783
New +$830K 0.49% 64

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

Clean Yield Group's ESRX Position: Q4 2018 in Review

Clean Yield Group sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 6,150 shares — an estimated $584K sold.

Clean Yield Group first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.19M in Q1 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Clean Yield Group reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Clean Yield Group sold 6,150 Express Scripts Holding Company shares in Q4 2018, an estimated $584K.
  • Clean Yield Group first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Clean Yield Group's Express Scripts Holding Company position peaked at $1.19M in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Clean Yield Group's 13F filing for Q4 2018, filed 23 Jan 2019.