TA
ESRX

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

Tiedemann 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
2017
Q4 		– Sell
-53,394
Closed -$3.76M – 382
2017
Q3 		$3.76M Buy
53,394
+43,447
+437% +$2.7M 0.34% 61
2017
Q2 		$635K Buy
9,947
+2,100
+27% +$132K 0.05% 283
2017
Q1 		$517K Sell
7,847
-25,307
-76% -$1.74M 0.04% 270
2016
Q4 		$2.28M Buy
+33,154
New +$2.38M 0.23% 81

Other funds holding ESRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tiedemann Advisors's ESRX Position: Q4 2017 in Review

Tiedemann Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2017, closing a stake of 53,394 shares — an estimated $3.76M sold.

Tiedemann Advisors first reported a position in ESRX in Q4 2016 and held it in 4 quarters. The position peaked at $3.76M in Q3 2017. 1,109 funds tracked by Wall St. Rank hold ESRX as of Q4 2017.

  • Tiedemann Advisors reported no remaining Express Scripts Holding Company position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 53,394 Express Scripts Holding Company shares in Q4 2017, an estimated $3.76M.
  • Tiedemann Advisors first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Express Scripts Holding Company position peaked at $3.76M in Q3 2017.
  • 1,109 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.