SXL
ESRX

Summit X LLC’s Express Scripts Holding Company ESRX Stock Holding History

Summit X LLC’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
-2,319
Closed -$220K – 243
2018
Q3 		$220K Buy
+2,319
New +$198K 0.11% 203
2017
Q4 		– Sell
-3,370
Closed -$211K – 197
2017
Q3 		$211K Buy
+3,370
New +$209K 0.14% 166

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

Summit X LLC's ESRX Position: Q4 2018 in Review

Summit X LLC sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,319 shares — an estimated $220K sold.

Summit X LLC first reported a position in ESRX in Q3 2017 and held it in 2 quarters. The position peaked at $220K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Summit X LLC reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Summit X LLC sold 2,319 Express Scripts Holding Company shares in Q4 2018, an estimated $220K.
  • Summit X LLC first reported a position in Express Scripts Holding Company in Q3 2017 and held it in 2 quarters.
  • Summit X LLC's Express Scripts Holding Company position peaked at $220K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Summit X LLC's 13F filing for Q4 2018, filed 13 Feb 2019.