FIM
ESRX

Freedom Investment Management’s Express Scripts Holding Company ESRX Stock Holding History

Freedom Investment 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
-8,054
Closed -$700K – 950
2018
Q3 		$700K Sell
8,054
-13,939
-63% -$1.19M 0.04% 413
2018
Q2 		$1.7M Sell
21,993
-4,469
-17% -$335K 0.1% 204
2018
Q1 		$1.83M Buy
26,462
+6,535
+33% +$499K 0.09% 196
2017
Q4 		$1.49M Sell
19,927
-5,664
-22% -$362K 0.08% 236
2017
Q3 		$1.62M Buy
25,591
+3,620
+16% +$225K 0.09% 191
2017
Q2 		$1.4M Buy
21,971
+328
+2% +$20.6K 0.08% 201
2017
Q1 		$1.43M Buy
21,643
+1,885
+10% +$130K 0.08% 198
2016
Q4 		$1.36M Buy
19,758
+6,272
+47% +$450K 0.09% 170
2016
Q3 		$951K Sell
13,486
-2,676
-17% -$200K 0.06% 254
2016
Q2 		$1.23M Sell
16,162
-8
-0% -$588 0.08% 172
2016
Q1 		$1.11M Sell
16,170
-2,593
-14% -$186K 0.08% 185
2015
Q4 		$1.64M Buy
18,763
+6,709
+56% +$575K 0.12% 112
2015
Q3 		$99K Sell
12,054
-11,857
-50% -$1.03M 0.01% 658
2015
Q2 		$2.13M Buy
23,911
+557
+2% +$48.7K 0.22% 64
2015
Q1 		$2.03M Buy
23,354
+5,677
+32% +$476K 0.22% 64
2014
Q4 		$1.5M Buy
17,677
+3,193
+22% +$249K 0.19% 77
2014
Q3 		$1.02M Buy
14,484
+2,791
+24% +$199K 0.18% 89
2014
Q2 		$811K Buy
11,693
+2,779
+31% +$196K 0.14% 126
2014
Q1 		$669K Buy
8,914
+3,058
+52% +$229K 0.14% 130
2013
Q4 		$411K Buy
5,856
+1,412
+32% +$92.2K 0.1% 198
2013
Q3 		$275K Buy
4,444
+735
+20% +$47.5K 0.08% 246
2013
Q2 		$229K Buy
+3,709
New +$223K 0.08% 244

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 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

Freedom Investment Management's ESRX Position: Q4 2018 in Review

Freedom Investment Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 8,054 shares — an estimated $700K sold.

Freedom Investment Management first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $2.13M in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Freedom Investment Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 8,054 Express Scripts Holding Company shares in Q4 2018, an estimated $700K.
  • Freedom Investment Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Freedom Investment Management's Express Scripts Holding Company position peaked at $2.13M in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.