Errol M. Rudman’s Express Scripts Holding Company ESRX Stock Holding History

Errol M. Rudman’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	-93,726	Closed	-$8.9M	–	50
2018 Q3	$8.9M	Hold	93,726	–	–	3.32%	7
2018 Q2	$7.24M	Hold	93,726	–	–	3.37%	8
2018 Q1	$6.47M	Hold	93,726	–	–	3.11%	8
2017 Q4	$7M	Hold	93,726	–	–	3.39%	9
2017 Q3	$5.93M	Hold	93,726	–	–	3.41%	9
2017 Q2	$5.98M	Buy	93,726 +14,500	+18%	+$911K	3.01%	11
2017 Q1	$5.22M	Hold	79,226	–	–	3.36%	12
2016 Q4	$5.45M	Hold	79,226	–	–	3.78%	10
2016 Q3	$5.59M	Hold	79,226	–	–	4.51%	9
2016 Q2	$6M	Sell	79,226 -900	-1%	-$66.2K	5.74%	8
2016 Q1	$5.5M	Sell	80,126 -40,000	-33%	-$2.88M	3.73%	11
2015 Q4	$10.5M	Sell	120,126 -100	-0.1%	-$8.57K	3.98%	11
2015 Q3	$9.73M	Hold	120,226	–	–	3.8%	11
2015 Q2	$10.7M	Hold	120,226	–	–	3.61%	10
2015 Q1	$10.4M	Hold	120,226	–	–	3.61%	9
2014 Q4	$10.2M	Hold	120,226	–	–	4.14%	8
2014 Q3	$8.49M	Hold	120,226	–	–	4.26%	7
2014 Q2	$8.34M	Hold	120,226	–	–	4.24%	6
2014 Q1	$9.03M	Sell	120,226 -500	-0.4%	-$37.4K	5.23%	5
2013 Q4	$8.48M	Hold	120,726	–	–	5.07%	4
2013 Q3	$7.46M	Buy	120,726 +2,350	+2%	+$152K	5.14%	4
2013 Q2	$7.31M	Buy	+118,376	New	+$7.13M	5.98%	4

Other funds holding ESRX

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

ECM

Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return

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 $2.22B AUM 32.92% 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 $914M AUM

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Errol M. Rudman's ESRX Position: Q4 2018 in Review

Errol M. Rudman sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 93,726 shares — an estimated $8.9M sold.

Errol M. Rudman first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $10.7M in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Errol M. Rudman reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Errol M. Rudman sold 93,726 Express Scripts Holding Company shares in Q4 2018, an estimated $8.9M.
Errol M. Rudman first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
Errol M. Rudman's Express Scripts Holding Company position peaked at $10.7M in Q2 2015.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Errol M. Rudman's 13F filing for Q4 2018, filed 14 Feb 2019.