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

Marietta 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	-18,899	Closed	-$1.8M	–	152
2018 Q3	$1.8M	Hold	18,899	–	–	0.53%	50
2018 Q2	$1.46M	Hold	18,899	–	–	0.45%	52
2018 Q1	$1.31M	Hold	18,899	–	–	0.39%	61
2017 Q4	$1.41M	Hold	18,899	–	–	0.4%	57
2017 Q3	$1.2M	Hold	18,899	–	–	0.36%	59
2017 Q2	$1.21M	Hold	18,899	–	–	0.39%	57
2017 Q1	$1.25M	Hold	18,899	–	–	0.41%	59
2016 Q4	$1.3M	Hold	18,899	–	–	0.46%	57
2016 Q3	$1.33M	Hold	18,899	–	–	0.43%	53
2016 Q2	$1.43M	Hold	18,899	–	–	0.51%	46
2016 Q1	$1.3M	Hold	18,899	–	–	0.54%	43
2015 Q4	$1.65M	Hold	18,899	–	–	0.67%	41
2015 Q3	$1.67M	Hold	18,899	–	–	0.65%	44
2015 Q2	$1.68M	Hold	18,899	–	–	0.65%	42
2015 Q1	$1.64M	Hold	18,899	–	–	0.64%	42
2014 Q4	$1.6M	Hold	18,899	–	–	0.64%	43
2014 Q3	$1.33M	Hold	18,899	–	–	0.59%	44
2014 Q2	$1.31M	Hold	18,899	–	–	0.54%	47
2014 Q1	$1.42M	Hold	18,899	–	–	0.55%	52
2013 Q4	$1.33M	Hold	18,899	–	–	0.48%	54
2013 Q3	$1.17M	Hold	18,899	–	–	0.46%	59
2013 Q2	$1.17M	Buy	+18,899	New	+$1.14M	0.5%	58

Other funds holding ESRX

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 $4.53B AUM 21.1% 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

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

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

Marietta Investment Partners sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 18,899 shares — an estimated $1.8M sold.

Marietta Investment Partners first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $1.8M in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

Marietta Investment Partners reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
Marietta Investment Partners sold 18,899 Express Scripts Holding Company shares in Q4 2018, an estimated $1.8M.
Marietta Investment Partners first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
Marietta Investment Partners's Express Scripts Holding Company position peaked at $1.8M in Q3 2018.
16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Marietta Investment Partners's 13F filing for Q4 2018, filed 14 Feb 2019.