DBIA
ESRX

Dumont & Blake Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Dumont & Blake Investment Advisors’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
Q2 		– Sell
-1,400
Closed -$97K – 194
2018
Q1 		$97K Sell
1,400
-1,200
-46% -$91.6K 0.04% 170
2017
Q4 		$194K Sell
2,600
-300
-10% -$19.2K 0.08% 169
2017
Q3 		$183K Hold
2,900
– – 0.08% 167
2017
Q2 		$185K Buy
+2,900
New +$182K 0.08% 165

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B 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
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

Dumont & Blake Investment Advisors's ESRX Position: Q4 2018 in Review

Dumont & Blake Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 7,302 shares — an estimated $694K sold.

Dumont & Blake Investment Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.91M in Q1 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Dumont & Blake Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 7,302 Express Scripts Holding Company shares in Q4 2018, an estimated $694K.
  • Dumont & Blake Investment Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Dumont & Blake Investment Advisors's Express Scripts Holding Company position peaked at $1.91M in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Dumont & Blake Investment Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.