EWM
ESRX

Evercore Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Evercore Wealth Management’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
-10,729
Closed -$1.02M – 428
2018
Q3 		$1.02M Buy
10,729
+275
+3% +$23.4K 0.03% 195
2018
Q2 		$807K Buy
10,454
+3,400
+48% +$255K 0.03% 224
2018
Q1 		$488K Sell
7,054
-85
-1% -$6.49K 0.02% 245
2017
Q4 		$533K Hold
7,139
– – 0.02% 248
2017
Q3 		$452K Sell
7,139
-520
-7% -$32.3K 0.02% 267
2017
Q2 		$489K Sell
7,659
-1,720
-18% -$108K 0.02% 255
2017
Q1 		$618K Sell
9,379
-2,343
-20% -$161K 0.02% 237
2016
Q4 		$807K Sell
11,722
-1,789
-13% -$128K 0.03% 201
2016
Q3 		$953K Buy
13,511
+145
+1% +$10.8K 0.04% 177
2016
Q2 		$1.01M Sell
13,366
-2,303
-15% -$169K 0.04% 171
2016
Q1 		$1.08M Sell
15,669
-1,566
-9% -$113K 0.05% 171
2015
Q4 		$1.51M Hold
17,235
– – 0.07% 151
2015
Q3 		$1.4M Sell
17,235
-498
-3% -$43.4K 0.07% 153
2015
Q2 		$1.58M Buy
17,733
+4,963
+39% +$434K 0.07% 157
2015
Q1 		$1.11M Buy
12,770
+730
+6% +$61.2K 0.05% 183
2014
Q4 		$1.02M Buy
12,040
+173
+1% +$13.5K 0.05% 167
2014
Q3 		$838K Sell
11,867
-383
-3% -$27.3K 0.04% 200
2014
Q2 		$852K Buy
12,250
+1,113
+10% +$78.3K 0.04% 203
2014
Q1 		$836K Buy
11,137
+370
+3% +$27.7K 0.05% 198
2013
Q4 		$755K Sell
10,767
-92
-0.8% -$6.01K 0.04% 214
2013
Q3 		$671K Buy
10,859
+502
+5% +$32.5K 0.04% 247
2013
Q2 		$639K Buy
+10,357
New +$624K 0.04% 253

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 $1.59B 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

Evercore Wealth Management's ESRX Position: Q4 2018 in Review

Evercore Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 10,729 shares — an estimated $1.02M sold.

Evercore Wealth Management first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.58M in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Evercore Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 10,729 Express Scripts Holding Company shares in Q4 2018, an estimated $1.02M.
  • Evercore Wealth Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Evercore Wealth Management's Express Scripts Holding Company position peaked at $1.58M in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.