SIM
ESRX

Sonora Investment Management’s Express Scripts Holding Company ESRX Stock Holding History

Sonora Investment 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
-364
Closed -$35K – 1333
2018
Q3 		$35K Sell
364
-200
-35% -$17K ﹤0.01% 479
2018
Q2 		$44K Buy
564
+200
+55% +$15K 0.01% 431
2018
Q1 		$25.1K Hold
364
– – ﹤0.01% 519
2017
Q4 		$27.2K Hold
364
– – ﹤0.01% 511
2017
Q3 		$23K Hold
364
– – ﹤0.01% 500
2017
Q2 		$23.2K Buy
364
+144
+65% +$9.04K ﹤0.01% 492
2017
Q1 		$14.5K Hold
220
– – ﹤0.01% 589
2016
Q4 		$15.1K Hold
220
– – ﹤0.01% 522
2016
Q3 		$15.5K Hold
220
– – ﹤0.01% 507
2016
Q2 		$16.7K Hold
220
– – ﹤0.01% 473
2016
Q1 		$16.2K Hold
220
– – ﹤0.01% 521
2015
Q4 		$19K Sell
220
-122
-36% -$10.4K ﹤0.01% 424
2015
Q3 		$28K Buy
+342
New +$29.8K 0.01% 275

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 $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 $1.59B 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

Sonora Investment Management's ESRX Position: Q4 2018 in Review

Sonora Investment Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 364 shares — an estimated $35K sold.

Sonora Investment Management first reported a position in ESRX in Q3 2015 and held it in 13 quarters. The position peaked at $44K in Q2 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Sonora Investment Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Sonora Investment Management sold 364 Express Scripts Holding Company shares in Q4 2018, an estimated $35K.
  • Sonora Investment Management first reported a position in Express Scripts Holding Company in Q3 2015 and held it in 13 quarters.
  • Sonora Investment Management's Express Scripts Holding Company position peaked at $44K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Sonora Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.