James Investment Research’s Express Scripts Holding Company ESRX Stock Holding History

James Investment Research’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	-25,461	Closed	-$2.42M	–	921
2018 Q3	$2.42M	Sell	25,461 -6,010	-19%	-$512K	0.1%	204
2018 Q2	$2.43M	Buy	31,471 +3,603	+13%	+$270K	0.09%	231
2018 Q1	$1.93M	Sell	27,868 -2,373	-8%	-$181K	0.07%	334
2017 Q4	$2.26M	Buy	30,241 +656	+2%	+$42K	0.08%	235
2017 Q3	$1.87M	Buy	29,585 +10,950	+59%	+$681K	0.06%	279
2017 Q2	$1.19M	Buy	+18,635	New	+$1.17M	0.04%	371

Other funds holding ESRX

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return

Meiji Yasuda Asset Management Tokyo, Japan $2B AUM 22.52% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return