SGK
ESRX

Steigerwald Gordon & Koch’s Express Scripts Holding Company ESRX Stock Holding History

Steigerwald Gordon & Koch’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
-4,211
Closed -$400K – 91
2018
Q3 		$400K Hold
4,211
– – 0.1% 64
2018
Q2 		$325K Hold
4,211
– – 0.09% 67
2018
Q1 		$291K Sell
4,211
-200
-5% -$15.3K 0.08% 69
2017
Q4 		$329K Buy
+4,411
New +$282K 0.09% 62

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

Steigerwald Gordon & Koch's ESRX Position: Q4 2018 in Review

Steigerwald Gordon & Koch sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 4,211 shares — an estimated $400K sold.

Steigerwald Gordon & Koch first reported a position in ESRX in Q4 2017 and held it in 4 quarters. The position peaked at $400K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Steigerwald Gordon & Koch reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 4,211 Express Scripts Holding Company shares in Q4 2018, an estimated $400K.
  • Steigerwald Gordon & Koch first reported a position in Express Scripts Holding Company in Q4 2017 and held it in 4 quarters.
  • Steigerwald Gordon & Koch's Express Scripts Holding Company position peaked at $400K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2018, filed 18 Jan 2019.