SIAP
ESRX

Sterling Investment Advisors (Pennsylvania)’s Express Scripts Holding Company ESRX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-3,937
Closed -$374K – 452
2018
Q3 		$374K Buy
3,937
+162
+4% +$13.8K 0.2% 87
2018
Q2 		$291K Sell
3,775
-2,468
-40% -$185K 0.17% 94
2018
Q1 		$431K Buy
6,243
+1,000
+19% +$76.3K 0.26% 77
2017
Q4 		$391K Buy
5,243
+1,000
+24% +$64K 0.24% 80
2017
Q3 		$269K Sell
4,243
-132
-3% -$8.2K 0.18% 89
2017
Q2 		$279K Hold
4,375
– – 0.19% 92
2017
Q1 		$288K Hold
4,375
– – 0.21% 85
2016
Q4 		$301K Buy
+4,375
New +$314K 0.24% 76

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

Sterling Investment Advisors (Pennsylvania)'s ESRX Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 3,937 shares — an estimated $374K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $431K in Q1 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 3,937 Express Scripts Holding Company shares in Q4 2018, an estimated $374K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Express Scripts Holding Company position peaked at $431K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.