IHL
ESRX

Investment House LLC’s Express Scripts Holding Company ESRX Stock Holding History

Investment House LLC’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
-2,598
Closed -$247K – 198
2018
Q3 		$247K Hold
2,598
– – 0.03% 176
2018
Q2 		$201K Buy
+2,598
New +$195K 0.02% 191
2017
Q3 		– Sell
-3,339
Closed -$213K – 199
2017
Q2 		$213K Sell
3,339
-1,141
-25% -$71.7K 0.03% 188
2017
Q1 		$295K Hold
4,480
– – 0.04% 170
2016
Q4 		$308K Sell
4,480
-81
-2% -$5.8K 0.05% 162
2016
Q3 		$322K Sell
4,561
-931
-17% -$69.6K 0.05% 161
2016
Q2 		$416K Hold
5,492
– – 0.07% 149
2016
Q1 		$377K Sell
5,492
-486
-8% -$34.9K 0.06% 149
2015
Q4 		$523K Hold
5,978
– – 0.09% 123
2015
Q3 		$484K Hold
5,978
– – 0.08% 121
2015
Q2 		$531K Hold
5,978
– – 0.09% 124
2015
Q1 		$518K Hold
5,978
– – 0.08% 120
2014
Q4 		$506K Sell
5,978
-404
-6% -$31.6K 0.08% 120
2014
Q3 		$451K Sell
6,382
-243
-4% -$17.3K 0.08% 123
2014
Q2 		$459K Sell
6,625
-405
-6% -$28.5K 0.08% 120
2014
Q1 		$527K Sell
7,030
-162
-2% -$12.1K 0.09% 117
2013
Q4 		$505K Sell
7,192
-648
-8% -$42.3K 0.09% 115
2013
Q3 		$485K Buy
+7,840
New +$507K 0.1% 108

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 $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 $1.59B 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

Investment House LLC's ESRX Position: Q4 2018 in Review

Investment House LLC sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,598 shares — an estimated $247K sold.

Investment House LLC first reported a position in ESRX in Q3 2013 and held it in 18 quarters. The position peaked at $531K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Investment House LLC reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Investment House LLC sold 2,598 Express Scripts Holding Company shares in Q4 2018, an estimated $247K.
  • Investment House LLC first reported a position in Express Scripts Holding Company in Q3 2013 and held it in 18 quarters.
  • Investment House LLC's Express Scripts Holding Company position peaked at $531K in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Investment House LLC's 13F filing for Q4 2018, filed 6 Feb 2019.