UBG
ESRX

United Bank (Georgia)’s Express Scripts Holding Company ESRX Stock Holding History

United Bank (Georgia)’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
-12,640
Closed -$1.2M – 78
2018
Q3 		$1.2M Sell
12,640
-793
-6% -$67.6K 0.95% 46
2018
Q2 		$1.04M Sell
13,433
-4
-0% -$300 0.89% 47
2018
Q1 		$928K Sell
13,437
-3,977
-23% -$303K 0.84% 47
2017
Q4 		$1.3M Buy
17,414
+1,476
+9% +$94.4K 1.11% 45
2017
Q3 		$1.01M Buy
15,938
+425
+3% +$26.4K 0.95% 49
2017
Q2 		$990K Buy
15,513
+599
+4% +$37.6K 0.92% 50
2017
Q1 		$983K Sell
14,914
-447
-3% -$30.8K 0.94% 50
2016
Q4 		$1.06M Buy
+15,361
New +$1.1M 1.08% 43

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 $4.53B AUM 21.1% 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

United Bank (Georgia)'s ESRX Position: Q4 2018 in Review

United Bank (Georgia) sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 12,640 shares — an estimated $1.2M sold.

United Bank (Georgia) first reported a position in ESRX in Q4 2016 and held it in 8 quarters. The position peaked at $1.3M in Q4 2017. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • United Bank (Georgia) reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • United Bank (Georgia) sold 12,640 Express Scripts Holding Company shares in Q4 2018, an estimated $1.2M.
  • United Bank (Georgia) first reported a position in Express Scripts Holding Company in Q4 2016 and held it in 8 quarters.
  • United Bank (Georgia)'s Express Scripts Holding Company position peaked at $1.3M in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on United Bank (Georgia)'s 13F filing for Q4 2018, filed 11 Feb 2019.