HIIFS
ESRX

Harel Insurance Investments & Financial Services’s Express Scripts Holding Company ESRX Stock Holding History

Harel Insurance Investments & Financial Services’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
-667
Closed -$63K – 555
2018
Q3 		$63K Sell
667
-300
-31% -$25.6K ﹤0.01% 319
2018
Q2 		$75K Buy
967
+100
+12% +$7.5K ﹤0.01% 273
2018
Q1 		$60K Sell
867
-3,000
-78% -$229K ﹤0.01% 295
2017
Q4 		$289K Buy
+3,867
New +$247K 0.02% 179
2017
Q1 		– Sell
-125
Closed -$9K – 499
2016
Q4 		$9K Sell
125
-1,253
-91% -$89.8K ﹤0.01% 310
2016
Q3 		$97K Sell
1,378
-125
-8% -$9.35K 0.01% 161
2016
Q2 		$114K Buy
1,503
+260
+21% +$19.1K 0.01% 223
2016
Q1 		$85K Sell
1,243
-1,680
-57% -$121K 0.01% 161
2015
Q4 		$255K Buy
+2,923
New +$250K 0.03% 92

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 $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 $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

Harel Insurance Investments & Financial Services's ESRX Position: Q4 2018 in Review

Harel Insurance Investments & Financial Services sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 667 shares — an estimated $63K sold.

Harel Insurance Investments & Financial Services first reported a position in ESRX in Q4 2015 and held it in 9 quarters. The position peaked at $289K in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Harel Insurance Investments & Financial Services reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 667 Express Scripts Holding Company shares in Q4 2018, an estimated $63K.
  • Harel Insurance Investments & Financial Services first reported a position in Express Scripts Holding Company in Q4 2015 and held it in 9 quarters.
  • Harel Insurance Investments & Financial Services's Express Scripts Holding Company position peaked at $289K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2018, filed 29 Jan 2019.