ICRM
ESRX

Insight Capital Research & Management’s Express Scripts Holding Company ESRX Stock Holding History

Insight Capital Research & 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
2013
Q4 		– Sell
-2,770
Closed -$173K – 176
2013
Q3 		$173K Sell
2,770
-65,562
-96% -$4.24M 0.04% 157
2013
Q2 		$4.22M Buy
+68,332
New +$4.11M 1.09% 23

Other funds holding ESRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Capital Research & Management's ESRX Position: Q4 2013 in Review

Insight Capital Research & Management sold out of Express Scripts Holding Company (ESRX) in Q4 2013, closing a stake of 2,770 shares — an estimated $173K sold.

Insight Capital Research & Management first reported a position in ESRX in Q2 2013 and held it in 2 quarters. The position peaked at $4.22M in Q2 2013. 1,087 funds tracked by Wall St. Rank hold ESRX as of Q4 2013.

  • Insight Capital Research & Management reported no remaining Express Scripts Holding Company position as of Q4 2013 after selling out during the quarter.
  • Insight Capital Research & Management sold 2,770 Express Scripts Holding Company shares in Q4 2013, an estimated $173K.
  • Insight Capital Research & Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's Express Scripts Holding Company position peaked at $4.22M in Q2 2013.
  • 1,087 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2013.

Based on Insight Capital Research & Management's 13F filing for Q4 2013, filed 12 Feb 2014.