UB
ESRX

UMB Bank’s Express Scripts Holding Company ESRX Stock Holding History

UMB Bank’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
-2,725
Closed -$259K – 357
2018
Q3 		$259K Sell
2,725
-551
-17% -$47K 0.01% 307
2018
Q2 		$253K Buy
3,276
+48
+1% +$3.6K 0.01% 304
2018
Q1 		$223K Sell
3,228
-1,406
-30% -$107K 0.01% 314
2017
Q4 		$346K Buy
4,634
+1,377
+42% +$88.1K 0.01% 271
2017
Q3 		$207K Sell
3,257
-538
-14% -$33.4K 0.01% 308
2017
Q2 		$243K Sell
3,795
-220
-5% -$13.8K 0.01% 296
2017
Q1 		$265K Sell
4,015
-988
-20% -$68K 0.01% 300
2016
Q4 		$345K Buy
5,003
+640
+15% +$45.9K 0.01% 270
2016
Q3 		$308K Buy
4,363
+893
+26% +$66.8K 0.01% 287
2016
Q2 		$263K Sell
3,470
-568
-14% -$41.8K 0.01% 303
2016
Q1 		$277K Sell
4,038
-1,089
-21% -$78.3K 0.01% 300
2015
Q4 		$448K Buy
5,127
+801
+19% +$68.6K 0.02% 245
2015
Q3 		$351K Sell
4,326
-38
-0.9% -$3.31K 0.02% 225
2015
Q2 		$388 Buy
4,364
+467
+12% +$40.8K 0.02% 234
2015
Q1 		$338 Buy
3,897
+787
+25% +$66K 0.02% 241
2014
Q4 		$263K Buy
3,110
+7
+0.2% +$547 0.01% 263
2014
Q3 		$219 Buy
+3,103
New +$221K 0.01% 278

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

UMB Bank's ESRX Position: Q4 2018 in Review

UMB Bank sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,725 shares — an estimated $259K sold.

UMB Bank first reported a position in ESRX in Q3 2014 and held it in 17 quarters. The position peaked at $448K in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • UMB Bank reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • UMB Bank sold 2,725 Express Scripts Holding Company shares in Q4 2018, an estimated $259K.
  • UMB Bank first reported a position in Express Scripts Holding Company in Q3 2014 and held it in 17 quarters.
  • UMB Bank's Express Scripts Holding Company position peaked at $448K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

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