NA
ESRX

NewEdge Advisors’s Express Scripts Holding Company ESRX Stock Holding History

NewEdge Advisors’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
-6,916
Closed -$657K – 744
2018
Q3 		$657K Buy
6,916
+120
+2% +$10.2K 0.05% 301
2018
Q2 		$530 Buy
6,796
+60
+0.9% +$4.5K 0.05% 298
2018
Q1 		$457K Buy
6,736
+690
+11% +$52.6K 0.05% 284
2017
Q4 		$463K Sell
6,046
-3,110
-34% -$199K 0.06% 251
2017
Q3 		$542K Buy
9,156
+574
+7% +$35.7K 0.08% 202
2017
Q2 		$531K Sell
8,582
-2,929
-25% -$184K 0.09% 188
2017
Q1 		$758K Buy
11,511
+920
+9% +$63.3K 0.17% 128
2016
Q4 		$764K Buy
+10,591
New +$759K 0.21% 102

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

NewEdge Advisors's ESRX Position: Q4 2018 in Review

NewEdge Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 6,916 shares — an estimated $657K sold.

NewEdge Advisors first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $764K in Q4 2016. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • NewEdge Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • NewEdge Advisors sold 6,916 Express Scripts Holding Company shares in Q4 2018, an estimated $657K.
  • NewEdge Advisors first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • NewEdge Advisors's Express Scripts Holding Company position peaked at $764K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on NewEdge Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.