SFG
ESRX

SevenBridge Financial Group’s Express Scripts Holding Company ESRX Stock Holding History

SevenBridge Financial Group’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
-109
Closed -$10K – 625
2018
Q3 		$10K Hold
109
– – 0.01% 421
2018
Q2 		$8K Hold
109
– – ﹤0.01% 453
2018
Q1 		$8K Hold
109
– – ﹤0.01% 459
2017
Q4 		$8K Hold
109
– – ﹤0.01% 468
2017
Q3 		$7K Hold
109
– – ﹤0.01% 484
2017
Q2 		$7K Hold
109
– – ﹤0.01% 493
2017
Q1 		$7K Hold
109
– – ﹤0.01% 478
2016
Q4 		$8K Hold
109
– – 0.01% 477
2016
Q3 		$8K Hold
109
– – 0.01% 472
2016
Q2 		$8K Buy
+109
New +$8.01K 0.01% 549

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

SevenBridge Financial Group's ESRX Position: Q4 2018 in Review

SevenBridge Financial Group sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 109 shares — an estimated $10K sold.

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

  • SevenBridge Financial Group reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 109 Express Scripts Holding Company shares in Q4 2018, an estimated $10K.
  • SevenBridge Financial Group first reported a position in Express Scripts Holding Company in Q2 2016 and held it in 10 quarters.
  • SevenBridge Financial Group's Express Scripts Holding Company position peaked at $10K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on SevenBridge Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.