Howard Capital Management (New York)’s Express Scripts Holding Company ESRX Stock Holding History

Howard Capital Management (New York)’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	-5,185	Closed	-$493K	–	113
2018 Q3	$493K	Hold	5,185	–	–	0.07%	83
2018 Q2	$400K	Hold	5,185	–	–	0.06%	83
2018 Q1	$358K	Hold	5,185	–	–	0.05%	87
2017 Q4	$387K	Hold	5,185	–	–	0.06%	84
2017 Q3	$328K	Hold	5,185	–	–	0.05%	91
2017 Q2	$331K	Sell	5,185 -280	-5%	-$17.6K	0.05%	90
2017 Q1	$360K	Buy	5,465 +280	+5%	+$19.3K	0.06%	83
2016 Q4	$357K	Hold	5,185	–	–	0.06%	80
2016 Q3	$366K	Hold	5,185	–	–	0.07%	79
2016 Q2	$393K	Hold	5,185	–	–	0.08%	75
2016 Q1	$356K	Hold	5,185	–	–	0.07%	76
2015 Q4	$453K	Hold	5,185	–	–	0.09%	71
2015 Q3	$420K	Hold	5,185	–	–	0.09%	74
2015 Q2	$461K	Hold	5,185	–	–	0.09%	73
2015 Q1	$450K	Hold	5,185	–	–	0.09%	75
2014 Q4	$439K	Hold	5,185	–	–	0.08%	75
2014 Q3	$366K	Hold	5,185	–	–	0.07%	74
2014 Q2	$359K	Hold	5,185	–	–	0.07%	80
2014 Q1	$389K	Hold	5,185	–	–	0.08%	77
2013 Q4	$364K	Buy	+5,185	New	+$339K	0.07%	78

Other funds holding ESRX

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

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

Howard Capital Management (New York)'s ESRX Position: Q4 2018 in Review

Howard Capital Management (New York) sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 5,185 shares — an estimated $493K sold.

Howard Capital Management (New York) first reported a position in ESRX in Q4 2013 and held it in 20 quarters. The position peaked at $493K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Howard Capital Management (New York) reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Howard Capital Management (New York) sold 5,185 Express Scripts Holding Company shares in Q4 2018, an estimated $493K.
Howard Capital Management (New York) first reported a position in Express Scripts Holding Company in Q4 2013 and held it in 20 quarters.
Howard Capital Management (New York)'s Express Scripts Holding Company position peaked at $493K in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2018, filed 17 Jan 2019.