EWM
ESRX
Evercore Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,729
| Closed | -$1.02M | – | 428 |
|
|
2018
Q3 | $1.02M | Buy |
10,729
+275
| +3% | +$26.1K | 0.03% | 195 |
|
|
2018
Q2 | $807K | Buy |
10,454
+3,400
| +48% | +$262K | 0.03% | 224 |
|
|
2018
Q1 | $488K | Sell |
7,054
-85
| -1% | -$5.88K | 0.02% | 245 |
|
|
2017
Q4 | $533K | Hold |
7,139
| – | – | 0.02% | 248 |
|
|
2017
Q3 | $452K | Sell |
7,139
-520
| -7% | -$32.9K | 0.02% | 267 |
|
|
2017
Q2 | $489K | Sell |
7,659
-1,720
| -18% | -$110K | 0.02% | 253 |
|
|
2017
Q1 | $618K | Sell |
9,379
-2,343
| -20% | -$154K | 0.02% | 236 |
|
|
2016
Q4 | $807K | Sell |
11,722
-1,789
| -13% | -$123K | 0.03% | 200 |
|
|
2016
Q3 | $953K | Buy |
13,511
+145
| +1% | +$10.2K | 0.04% | 177 |
|
|
2016
Q2 | $1.01M | Sell |
13,366
-2,303
| -15% | -$175K | 0.04% | 171 |
|
|
2016
Q1 | $1.08M | Sell |
15,669
-1,566
| -9% | -$108K | 0.05% | 171 |
|
|
2015
Q4 | $1.51M | Hold |
17,235
| – | – | 0.07% | 151 |
|
|
2015
Q3 | $1.4M | Sell |
17,235
-498
| -3% | -$40.3K | 0.07% | 153 |
|
|
2015
Q2 | $1.58M | Buy |
17,733
+4,963
| +39% | +$441K | 0.07% | 157 |
|
|
2015
Q1 | $1.11M | Buy |
12,770
+730
| +6% | +$63.4K | 0.05% | 183 |
|
|
2014
Q4 | $1.02M | Buy |
12,040
+173
| +1% | +$14.7K | 0.05% | 167 |
|
|
2014
Q3 | $838K | Sell |
11,867
-383
| -3% | -$27K | 0.04% | 200 |
|
|
2014
Q2 | $852K | Buy |
12,250
+1,113
| +10% | +$77.4K | 0.04% | 203 |
|
|
2014
Q1 | $836K | Buy |
11,137
+370
| +3% | +$27.8K | 0.05% | 198 |
|
|
2013
Q4 | $755K | Sell |
10,767
-92
| -0.8% | -$6.45K | 0.04% | 214 |
|
|
2013
Q3 | $671K | Buy |
10,859
+502
| +5% | +$31K | 0.04% | 247 |
|
|
2013
Q2 | $639K | Buy |
+10,357
| New | +$639K | 0.04% | 253 |
|