SA
ESRX

Strategic Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Strategic Advisors’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
-6,201
Closed -$589K – 165
2018
Q3 		$589K Buy
6,201
+623
+11% +$53.1K 0.22% 91
2018
Q2 		$431K Buy
5,578
+945
+20% +$70.9K 0.17% 103
2018
Q1 		$320K Buy
+4,633
New +$353K 0.13% 115
2014
Q2 		– Sell
-3,638
Closed -$273K – 146
2014
Q1 		$273K Buy
3,638
+394
+12% +$29.5K 0.18% 116
2013
Q4 		$228K Sell
3,244
-642
-17% -$41.9K 0.16% 125
2013
Q3 		$240K Buy
3,886
+200
+5% +$12.9K 0.2% 115
2013
Q2 		$228K Buy
+3,686
New +$222K 0.2% 115

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

Strategic Advisors's ESRX Position: Q4 2018 in Review

Strategic Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 6,201 shares — an estimated $589K sold.

Strategic Advisors first reported a position in ESRX in Q2 2013 and held it in 7 quarters. The position peaked at $589K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Strategic Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Strategic Advisors sold 6,201 Express Scripts Holding Company shares in Q4 2018, an estimated $589K.
  • Strategic Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 7 quarters.
  • Strategic Advisors's Express Scripts Holding Company position peaked at $589K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Strategic Advisors's 13F filing for Q4 2018, filed 24 Jan 2019.