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

Glenview 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	-8,603,438	Closed	-$817M	–	60
2018 Q3	$817M	Buy	8,603,438 +1,623,869	+23%	+$138M	5.19%	1
2018 Q2	$539M	Buy	6,979,569 +2,337,583	+50%	+$175M	3.68%	10
2018 Q1	$321M	Buy	+4,641,986	New	+$354M	1.88%	22
2016 Q4	–	Sell	-640,960	Closed	-$45.2M	–	54
2016 Q3	$45.2M	Buy	640,960 +568,838	+789%	+$42.5M	0.32%	44
2016 Q2	$5.47M	Buy	+72,122	New	+$5.3M	0.04%	46

Other funds holding ESRX

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $5.38B AUM 27.31% 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 $2.22B AUM 32.92% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

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

Glenview Capital Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 8,603,438 shares — an estimated $817M sold.

Glenview Capital Management first reported a position in ESRX in Q2 2016 and held it in 5 quarters. The position peaked at $817M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Glenview Capital Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Glenview Capital Management sold 8,603,438 Express Scripts Holding Company shares in Q4 2018, an estimated $817M.
Glenview Capital Management first reported a position in Express Scripts Holding Company in Q2 2016 and held it in 5 quarters.
Glenview Capital Management's Express Scripts Holding Company position peaked at $817M in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

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