SLF
ESRX

Sun Life Financial’s Express Scripts Holding Company ESRX Stock Holding History

Sun Life Financial’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
-1,545
Closed -$147K – 640
2018
Q3 		$147K Buy
1,545
+25
+2% +$2.13K 0.03% 280
2018
Q2 		$117K Buy
1,520
+1,343
+759% +$101K 0.02% 303
2018
Q1 		$2.57K Sell
177
-1,064
-86% -$81.2K 0.02% 188
2017
Q4 		$93K Sell
1,241
-3,036
-71% -$194K 0.01% 200
2017
Q3 		$271K Sell
4,277
-35
-0.8% -$2.17K 0.03% 192
2017
Q2 		$275K Buy
4,312
+4,290
+19,500% +$269K 0.03% 181
2017
Q1 		$327 Sell
22
-1
-4% -$69 ﹤0.01% 210
2016
Q4 		$331 Buy
+23
New +$1.65K ﹤0.01% 155

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 $1.59B 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

Sun Life Financial's ESRX Position: Q4 2018 in Review

Sun Life Financial sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,545 shares — an estimated $147K sold.

Sun Life Financial first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $275K in Q2 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Sun Life Financial reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 1,545 Express Scripts Holding Company shares in Q4 2018, an estimated $147K.
  • Sun Life Financial first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • Sun Life Financial's Express Scripts Holding Company position peaked at $275K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.