OIA
ESRX

OneDigital Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

OneDigital Investment 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
-562
Closed -$54K – 1340
2018
Q3 		$54K Sell
562
-31
-5% -$2.64K 0.01% 393
2018
Q2 		$45K Sell
593
-35
-6% -$2.63K 0.01% 540
2018
Q1 		$43K Sell
628
-304
-33% -$23.2K 0.01% 566
2017
Q4 		$70K Sell
932
-50
-5% -$3.2K 0.01% 421
2017
Q3 		$62K Sell
982
-979
-50% -$60.8K 0.02% 336
2017
Q2 		$125K Buy
+1,961
New +$123K 0.04% 270

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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

OneDigital Investment Advisors's ESRX Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 562 shares — an estimated $54K sold.

OneDigital Investment Advisors first reported a position in ESRX in Q2 2017 and held it in 6 quarters. The position peaked at $125K in Q2 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 562 Express Scripts Holding Company shares in Q4 2018, an estimated $54K.
  • OneDigital Investment Advisors first reported a position in Express Scripts Holding Company in Q2 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's Express Scripts Holding Company position peaked at $125K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.