TIM
ESRX

Tortoise Investment Management’s Express Scripts Holding Company ESRX Stock Holding History

Tortoise Investment Management’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
2013
Q3 		– Sell
-1,000
Closed -$3K – 403
2013
Q2 		$3K Buy
+1,000
New +$60.2K ﹤0.01% 320

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

Tortoise Investment Management's ESRX Position: Q4 2018 in Review

Tortoise Investment Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 280 shares — an estimated $27K sold.

Tortoise Investment Management first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $146K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Tortoise Investment Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Tortoise Investment Management sold 280 Express Scripts Holding Company shares in Q4 2018, an estimated $27K.
  • Tortoise Investment Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Tortoise Investment Management's Express Scripts Holding Company position peaked at $146K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Tortoise Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.