KA
ESRX

Kaizen Advisory’s Express Scripts Holding Company ESRX Stock Holding History

Kaizen Advisory’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
-1,342
Closed -$128K – 571
2018
Q3 		$128K Hold
1,342
– – 0.07% 201
2018
Q2 		$104K Buy
1,342
+800
+148% +$60K 0.05% 223
2018
Q1 		$37K Hold
542
– – 0.04% 238
2017
Q4 		$40K Buy
+542
New +$34.7K 0.02% 220

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 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 $1.41B AUM 14.87% 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

Kaizen Advisory's ESRX Position: Q4 2018 in Review

Kaizen Advisory sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,342 shares — an estimated $128K sold.

Kaizen Advisory first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $128K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Kaizen Advisory reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Kaizen Advisory sold 1,342 Express Scripts Holding Company shares in Q4 2018, an estimated $128K.
  • Kaizen Advisory first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Kaizen Advisory's Express Scripts Holding Company position peaked at $128K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.