NR
ESRX

Newfound Research’s Express Scripts Holding Company ESRX Stock Holding History

Newfound 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
-31
Closed -$3K – 229
2018
Q3 		$3K Buy
31
+1
+3% +$85 ﹤0.01% 98
2018
Q2 		$2K Buy
30
+2
+7% +$150 ﹤0.01% 107
2018
Q1 		$2K Hold
28
– – ﹤0.01% 106
2017
Q4 		$2K Buy
28
+2
+8% +$128 ﹤0.01% 119
2017
Q3 		$2K Buy
26
+3
+13% +$186 ﹤0.01% 114
2017
Q2 		$1K Buy
23
+1
+5% +$63 ﹤0.01% 165
2017
Q1 		$1K Buy
22
+1
+5% +$69 ﹤0.01% 159
2016
Q4 		$1K Hold
21
– – ﹤0.01% 131
2016
Q3 		$1K Buy
21
+1
+5% +$75 ﹤0.01% 140
2016
Q2 		$2K Buy
+20
New +$1.47K ﹤0.01% 96

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

Newfound Research's ESRX Position: Q4 2018 in Review

Newfound Research sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 31 shares — an estimated $3K sold.

Newfound Research first reported a position in ESRX in Q2 2016 and held it in 10 quarters. The position peaked at $3K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Newfound Research reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Newfound Research sold 31 Express Scripts Holding Company shares in Q4 2018, an estimated $3K.
  • Newfound Research first reported a position in Express Scripts Holding Company in Q2 2016 and held it in 10 quarters.
  • Newfound Research's Express Scripts Holding Company position peaked at $3K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Newfound Research's 13F filing for Q4 2018, filed 25 Jan 2019.