RMAM
ESRX

Raab & Moskowitz Asset Management’s Express Scripts Holding Company ESRX Stock Holding History

Raab & Moskowitz Asset 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
-613
Closed -$58K – 570
2018
Q3 		$58K Buy
+613
New +$52.3K 0.02% 247
2018
Q2 		– Sell
-5,609
Closed -$387K – 170
2018
Q1 		$387K Sell
5,609
-4,534
-45% -$346K 0.19% 116
2017
Q4 		$757K Sell
10,143
-700
-6% -$44.8K 0.37% 78
2017
Q3 		$664K Sell
10,843
-1,848
-15% -$115K 0.32% 83
2017
Q2 		$765K Sell
12,691
-3,538
-22% -$222K 0.38% 77
2017
Q1 		$1.07M Sell
16,229
-1,135
-7% -$78.1K 0.56% 63
2016
Q4 		$1.19M Sell
17,364
-2,138
-11% -$153K 0.65% 53
2016
Q3 		$1.38M Buy
19,502
+2,008
+11% +$150K 0.78% 47
2016
Q2 		$1.33M Buy
17,494
+15
+0.1% +$1.1K 0.75% 49
2016
Q1 		$1.2M Sell
17,479
-49
-0.3% -$3.52K 0.71% 50
2015
Q4 		$1.53M Buy
17,528
+249
+1% +$21.3K 0.91% 41
2015
Q3 		$1.4M Sell
17,279
-360
-2% -$31.4K 0.9% 42
2015
Q2 		$1.57M Buy
17,639
+978
+6% +$85.4K 0.96% 40
2015
Q1 		$1.45M Buy
16,661
+1,025
+7% +$86K 0.88% 45
2014
Q4 		$1.32M Sell
15,636
-8,252
-35% -$645K 0.76% 49
2014
Q3 		$1.69M Sell
23,888
-6,222
-21% -$443K 0.82% 49
2014
Q2 		$2.09M Buy
30,110
+15,573
+107% +$1.1M 0.99% 29
2014
Q1 		$1.09M Sell
14,537
-8,305
-36% -$622K 0.6% 57
2013
Q4 		$1.56M Buy
+22,842
New +$1.49M 0.9% 38

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $2.22B AUM 32.92% 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 $914M AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Raab & Moskowitz Asset Management's ESRX Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 613 shares — an estimated $58K sold.

Raab & Moskowitz Asset Management first reported a position in ESRX in Q4 2013 and held it in 19 quarters. The position peaked at $2.09M in Q2 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Raab & Moskowitz Asset Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 613 Express Scripts Holding Company shares in Q4 2018, an estimated $58K.
  • Raab & Moskowitz Asset Management first reported a position in Express Scripts Holding Company in Q4 2013 and held it in 19 quarters.
  • Raab & Moskowitz Asset Management's Express Scripts Holding Company position peaked at $2.09M in Q2 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.