HVIA
ESRX

Hudson Valley Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Hudson Valley Investment 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
-19,243
Closed -$1.83M – 168
2018
Q3 		$1.83M Sell
19,243
-700
-4% -$59.7K 0.42% 67
2018
Q2 		$1.54M Sell
19,943
-700
-3% -$52.5K 0.38% 74
2018
Q1 		$1.43M Sell
20,643
-488
-2% -$37.2K 0.36% 80
2017
Q4 		$1.58M Sell
21,131
-279
-1% -$17.8K 0.39% 74
2017
Q3 		$1.36M Sell
21,410
-2,163
-9% -$134K 0.35% 76
2017
Q2 		$1.5M Sell
23,573
-23,813
-50% -$1.5M 0.41% 69
2017
Q1 		$3.12M Sell
47,386
-5,375
-10% -$370K 0.87% 41
2016
Q4 		$3.63M Sell
52,761
-138
-0.3% -$9.89K 1.07% 29
2016
Q3 		$3.73M Buy
52,899
+1,773
+3% +$133K 1.16% 28
2016
Q2 		$3.88M Buy
51,126
+765
+2% +$56.2K 1.24% 24
2016
Q1 		$3.46M Buy
50,361
+2,408
+5% +$173K 1.12% 28
2015
Q4 		$4.19M Buy
47,953
+370
+0.8% +$31.7K 1.31% 26
2015
Q3 		$3.85M Buy
47,583
+515
+1% +$44.9K 1.25% 25
2015
Q2 		$4.19M Buy
47,068
+1,812
+4% +$158K 1.31% 26
2015
Q1 		$3.93M Buy
45,256
+2,420
+6% +$203K 1.33% 26
2014
Q4 		$3.63M Buy
42,836
+1,275
+3% +$99.6K 1.49% 24
2014
Q3 		$2.94M Buy
41,561
+1,632
+4% +$116K 1.25% 32
2014
Q2 		$2.77M Buy
39,929
+220
+0.6% +$15.5K 1.21% 32
2014
Q1 		$2.98M Buy
39,709
+775
+2% +$58K 1.28% 31
2013
Q4 		$2.73M Buy
38,934
+4,547
+13% +$297K 1.2% 33
2013
Q3 		$2.13M Buy
34,387
+3,022
+10% +$195K 1.03% 36
2013
Q2 		$1.94M Buy
+31,365
New +$1.89M 0.93% 39

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

Hudson Valley Investment Advisors's ESRX Position: Q4 2018 in Review

Hudson Valley Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 19,243 shares — an estimated $1.83M sold.

Hudson Valley Investment Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $4.19M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Hudson Valley Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 19,243 Express Scripts Holding Company shares in Q4 2018, an estimated $1.83M.
  • Hudson Valley Investment Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Hudson Valley Investment Advisors's Express Scripts Holding Company position peaked at $4.19M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.