FM
ESRX

Foster & Motley’s Express Scripts Holding Company ESRX Stock Holding History

Foster & Motley’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
-3,426
Closed -$326K – 248
2018
Q3 		$326K Hold
3,426
– – 0.05% 197
2018
Q2 		$265K Sell
3,426
-126
-4% -$9.45K 0.04% 203
2018
Q1 		$245K Sell
3,552
-328
-8% -$25K 0.04% 206
2017
Q4 		$290K Buy
3,880
+115
+3% +$7.36K 0.05% 193
2017
Q3 		$238K Sell
3,765
-210
-5% -$13.1K 0.04% 193
2017
Q2 		$254K Buy
3,975
+128
+3% +$8.04K 0.04% 182
2017
Q1 		$254K Buy
+3,847
New +$265K 0.05% 163

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

Foster & Motley's ESRX Position: Q4 2018 in Review

Foster & Motley sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,426 shares — an estimated $326K sold.

Foster & Motley first reported a position in ESRX in Q1 2017 and held it in 7 quarters. The position peaked at $326K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Foster & Motley reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Foster & Motley sold 3,426 Express Scripts Holding Company shares in Q4 2018, an estimated $326K.
  • Foster & Motley first reported a position in Express Scripts Holding Company in Q1 2017 and held it in 7 quarters.
  • Foster & Motley's Express Scripts Holding Company position peaked at $326K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Foster & Motley's 13F filing for Q4 2018, filed 30 Jan 2019.