HighTower Advisors
ESRX

HighTower Advisors’s Express Scripts Holding Company ESRX Stock Holding History

HighTower Advisors’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
-78,075
Closed -$7.43M – 2448
2018
Q3 		$7.43M Sell
78,075
-30,687
-28% -$2.62M 0.05% 379
2018
Q2 		$8.4M Buy
108,762
+3,062
+3% +$230K 0.07% 326
2018
Q1 		$7.3M Sell
105,700
-102,323
-49% -$7.81M 0.06% 346
2017
Q4 		$15.5M Buy
208,023
+38,330
+23% +$2.45M 0.13% 172
2017
Q3 		$10.7M Buy
169,693
+30,888
+22% +$1.92M 0.09% 235
2017
Q2 		$8.85M Sell
138,805
-6,306
-4% -$396K 0.08% 279
2017
Q1 		$9.58M Sell
145,111
-43,892
-23% -$3.02M 0.09% 230
2016
Q4 		$13M Sell
189,003
-37,397
-17% -$2.68M 0.14% 153
2016
Q3 		$16M Sell
226,400
-474
-0.2% -$35.4K 0.19% 114
2016
Q2 		$17.2M Sell
226,874
-52,650
-19% -$3.87M 0.22% 98
2016
Q1 		$19.2M Sell
279,524
-21,572
-7% -$1.55M 0.06% 109
2015
Q4 		$26.3M Buy
301,096
+31,562
+12% +$2.7M 0.31% 66
2015
Q3 		$21.8M Buy
269,534
+11,264
+4% +$981K 0.29% 78
2015
Q2 		$23M Buy
258,270
+14,290
+6% +$1.25M 0.37% 58
2015
Q1 		$21.2M Sell
243,980
-8,622
-3% -$723K 0.32% 64
2014
Q4 		$21.4M Buy
252,602
+23,494
+10% +$1.84M 0.33% 65
2014
Q3 		$16.2M Buy
229,108
+7,339
+3% +$523K 0.27% 81
2014
Q2 		$15.4M Sell
221,769
-11,235
-5% -$791K 0.27% 78
2014
Q1 		$17.5M Buy
233,004
+1,454
+0.6% +$109K 0.34% 57
2013
Q4 		$16.3M Buy
231,550
+31,686
+16% +$2.07M 0.33% 63
2013
Q3 		$12.4M Buy
199,864
+8,472
+4% +$548K 0.31% 70
2013
Q2 		$11.8M Buy
+191,392
New +$11.5M 0.32% 65

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 $1.41B AUM 14.87% 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

HighTower Advisors's ESRX Position: Q4 2018 in Review

HighTower Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 78,075 shares — an estimated $7.43M sold.

HighTower Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $26.3M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • HighTower Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • HighTower Advisors sold 78,075 Express Scripts Holding Company shares in Q4 2018, an estimated $7.43M.
  • HighTower Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • HighTower Advisors's Express Scripts Holding Company position peaked at $26.3M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on HighTower Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.