JIP
ESRX

Jaffetilchin Investment Partners’s Express Scripts Holding Company ESRX Stock Holding History

Jaffetilchin Investment Partners’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
-5,784
Closed -$550K – 385
2018
Q3 		$550K Buy
5,784
+6
+0.1% +$511 0.12% 144
2018
Q2 		$446K Sell
5,778
-5,949
-51% -$446K 0.1% 181
2018
Q1 		$810K Buy
+11,727
New +$895K 0.18% 95

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

Jaffetilchin Investment Partners's ESRX Position: Q4 2018 in Review

Jaffetilchin Investment Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 5,784 shares — an estimated $550K sold.

Jaffetilchin Investment Partners first reported a position in ESRX in Q1 2018 and held it in 3 quarters. The position peaked at $810K in Q1 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Jaffetilchin Investment Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 5,784 Express Scripts Holding Company shares in Q4 2018, an estimated $550K.
  • Jaffetilchin Investment Partners first reported a position in Express Scripts Holding Company in Q1 2018 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Express Scripts Holding Company position peaked at $810K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2018, filed 11 Feb 2019.