Evelyn V. Moreno’s Express Scripts Holding Company ESRX Stock Holding History

Evelyn V. Moreno’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
2017 Q2	–	Sell	-8,000	Closed	-$527K	–	70
2017 Q1	$527K	Sell	8,000 -10,100	-56%	-$695K	0.16%	56
2016 Q4	$1.25M	Sell	18,100 -5,000	-22%	-$358K	0.45%	51
2016 Q3	$1.63M	Hold	23,100	–	–	0.6%	51
2016 Q2	$1.75M	Hold	23,100	–	–	0.66%	51
2016 Q1	$1.59M	Hold	23,100	–	–	0.61%	52
2015 Q4	$2.02M	Hold	23,100	–	–	0.84%	50
2015 Q3	$1.87M	Hold	23,100	–	–	0.8%	53
2015 Q2	$2.06M	Hold	23,100	–	–	0.82%	53
2015 Q1	$2M	Hold	23,100	–	–	0.76%	55
2014 Q4	$1.96M	Sell	23,100 -5,000	-18%	-$391K	0.72%	55
2014 Q3	$1.99M	Sell	28,100 -3,770	-12%	-$269K	0.76%	55
2014 Q2	$2.21M	Sell	31,870 -3,500	-10%	-$246K	0.83%	54
2014 Q1	$2.66M	Sell	35,370 -6,000	-15%	-$449K	1.04%	51
2013 Q4	$2.91M	Buy	+41,370	New	+$2.7M	1.2%	46

Other funds holding ESRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evelyn V. Moreno's ESRX Position: Q2 2017 in Review

Evelyn V. Moreno sold out of Express Scripts Holding Company (ESRX) in Q2 2017, closing a stake of 8,000 shares — an estimated $527K sold.

Evelyn V. Moreno first reported a position in ESRX in Q4 2013 and held it in 14 quarters. The position peaked at $2.91M in Q4 2013. 1,046 funds tracked by Wall St. Rank hold ESRX as of Q2 2017.

Evelyn V. Moreno reported no remaining Express Scripts Holding Company position as of Q2 2017 after selling out during the quarter.
Evelyn V. Moreno sold 8,000 Express Scripts Holding Company shares in Q2 2017, an estimated $527K.
Evelyn V. Moreno first reported a position in Express Scripts Holding Company in Q4 2013 and held it in 14 quarters.
Evelyn V. Moreno's Express Scripts Holding Company position peaked at $2.91M in Q4 2013.
1,046 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q2 2017.

Based on Evelyn V. Moreno's 13F filing for Q2 2017, filed 21 Jul 2017.