HAIM
ESRX

Hunter Associates Investment Management’s Express Scripts Holding Company ESRX Stock Holding History

Hunter Associates Investment 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
-3,547
Closed -$337K – 163
2018
Q3 		$337K Sell
3,547
-25
-0.7% -$2.13K 0.12% 125
2018
Q2 		$276K Sell
3,572
-49
-1% -$3.68K 0.1% 134
2018
Q1 		$250K Sell
3,621
-37
-1% -$2.82K 0.09% 144
2017
Q4 		$273K Sell
3,658
-800
-18% -$51.2K 0.1% 135
2017
Q3 		$282K Sell
4,458
-283
-6% -$17.6K 0.11% 135
2017
Q2 		$303K Sell
4,741
-1,425
-23% -$89.5K 0.12% 127
2017
Q1 		$406K Sell
6,166
-1,304
-17% -$89.7K 0.17% 104
2016
Q4 		$514K Hold
7,470
– – 0.22% 84
2016
Q3 		$527K Sell
7,470
-656
-8% -$49.1K 0.23% 91
2016
Q2 		$616K Sell
8,126
-405
-5% -$29.8K 0.27% 79
2016
Q1 		$586K Hold
8,531
– – 0.27% 79
2015
Q4 		$746K Sell
8,531
-156
-2% -$13.4K 0.33% 70
2015
Q3 		$703K Hold
8,687
– – 0.33% 75
2015
Q2 		$773K Hold
8,687
– – 0.32% 77
2015
Q1 		$754K Buy
8,687
+88
+1% +$7.38K 0.3% 81
2014
Q4 		$728K Sell
8,599
-1,500
-15% -$117K 0.28% 84
2014
Q3 		$713K Hold
10,099
– – 0.28% 83
2014
Q2 		$700K Sell
10,099
-162
-2% -$11.4K 0.28% 82
2014
Q1 		$770K Sell
10,261
-350
-3% -$26.2K 0.3% 77
2013
Q4 		$745K Sell
10,611
-333
-3% -$21.7K 0.29% 78
2013
Q3 		$676K Sell
10,944
-15,820
-59% -$1.02M 0.28% 76
2013
Q2 		$1.65M Buy
+26,764
New +$1.61M 0.61% 45

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

Hunter Associates Investment Management's ESRX Position: Q4 2018 in Review

Hunter Associates Investment Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,547 shares — an estimated $337K sold.

Hunter Associates Investment Management first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.65M in Q2 2013. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Hunter Associates Investment Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Hunter Associates Investment Management sold 3,547 Express Scripts Holding Company shares in Q4 2018, an estimated $337K.
  • Hunter Associates Investment Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Hunter Associates Investment Management's Express Scripts Holding Company position peaked at $1.65M in Q2 2013.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Hunter Associates Investment Management's 13F filing for Q4 2018, filed 11 Feb 2019.