ECM
ESRX

Evergreen Capital Management’s Express Scripts Holding Company ESRX Stock Holding History

Evergreen Capital 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
-2,409
Closed -$229K – 426
2018
Q3 		$229K Buy
+2,409
New +$205K 0.02% 336

Other funds holding ESRX

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
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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

Evergreen Capital Management's ESRX Position: Q4 2018 in Review

Evergreen Capital Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,409 shares — an estimated $229K sold.

Evergreen Capital Management first reported a position in ESRX in Q3 2018 and held it in 1 quarter. The position peaked at $229K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Evergreen Capital Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 2,409 Express Scripts Holding Company shares in Q4 2018, an estimated $229K.
  • Evergreen Capital Management first reported a position in Express Scripts Holding Company in Q3 2018 and held it in 1 quarter.
  • Evergreen Capital Management's Express Scripts Holding Company position peaked at $229K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Evergreen Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.