LNWWM
ESRX

Laird Norton Wetherby Wealth Management’s Express Scripts Holding Company ESRX Stock Holding History

Laird Norton Wetherby Wealth 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
2018
Q4 		– Sell
-17,694
Closed -$1.68M – 690
2018
Q3 		$1.68M Buy
17,694
+263
+2% +$22.4K 0.21% 104
2018
Q2 		$1.35M Sell
17,431
-1,309
-7% -$98.2K 0.18% 126
2018
Q1 		$1.29M Sell
18,740
-665
-3% -$50.7K 0.18% 127
2017
Q4 		$1.45M Sell
19,405
-958
-5% -$61.3K 0.2% 106
2017
Q3 		$1.29M Buy
20,363
+543
+3% +$33.7K 0.19% 114
2017
Q2 		$1.26M Sell
19,820
-57
-0.3% -$3.58K 0.22% 103
2017
Q1 		$1.31M Sell
19,877
-1,357
-6% -$93.4K 0.24% 92
2016
Q4 		$1.46M Buy
21,234
+1,768
+9% +$127K 0.29% 72
2016
Q3 		$1.37M Sell
19,466
-509
-3% -$38.1K 0.28% 72
2016
Q2 		$1.51M Sell
19,975
-167
-0.8% -$12.3K 0.34% 56
2016
Q1 		$1.38M Sell
20,142
-599
-3% -$43.1K 0.33% 61
2015
Q4 		$1.81M Buy
20,741
+307
+2% +$26.3K 0.43% 51
2015
Q3 		$1.65M Buy
20,434
+726
+4% +$63.2K 0.42% 52
2015
Q2 		$1.75M Buy
19,708
+313
+2% +$27.3K 0.42% 50
2015
Q1 		$1.68M Buy
19,395
+516
+3% +$43.3K 0.41% 48
2014
Q4 		$1.6M Buy
18,879
+1,014
+6% +$79.2K 0.4% 49
2014
Q3 		$1.26M Sell
17,865
-129
-0.7% -$9.19K 0.35% 56
2014
Q2 		$1.25M Sell
17,994
-50
-0.3% -$3.52K 0.35% 59
2014
Q1 		$1.35M Buy
18,044
+122
+0.7% +$9.14K 0.39% 53
2013
Q4 		$1.26M Sell
17,922
-559
-3% -$36.5K 0.36% 60
2013
Q3 		$1.14M Buy
18,481
+1,045
+6% +$67.6K 0.36% 61
2013
Q2 		$1.08M Buy
+17,436
New +$1.05M 0.38% 56

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 $1.59B 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

Laird Norton Wetherby Wealth Management's ESRX Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 17,694 shares — an estimated $1.68M sold.

Laird Norton Wetherby Wealth Management first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.81M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 17,694 Express Scripts Holding Company shares in Q4 2018, an estimated $1.68M.
  • Laird Norton Wetherby Wealth Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Laird Norton Wetherby Wealth Management's Express Scripts Holding Company position peaked at $1.81M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.