Wells Fargo
ESRX

Wells Fargo’s Express Scripts Holding Company ESRX Stock Holding History

Wells Fargo’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
Q3 		– Sell
-600
Closed -$5K – 6735
2018
Q2 		$5K Hold
600
– – ﹤0.01% 6098
2018
Q1 		$7K Buy
+600
New +$45.8K ﹤0.01% 6017
2017
Q2 		– Sell
-16,000
Closed -$19K – 6614
2017
Q1 		$19K Buy
+16,000
New +$1.1M ﹤0.01% 5728
2015
Q2 		– Sell
-2,400
Closed -$3K – 6623
2015
Q1 		$3K Sell
2,400
-700
-23% -$58.7K ﹤0.01% 5940
2014
Q4 		$1K Buy
+3,100
New +$242K ﹤0.01% 6133
2014
Q2 		– Sell
-2,600
Closed -$3K – 6391
2014
Q1 		$3K Buy
+2,600
New +$195K ﹤0.01% 5656

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

Wells Fargo's ESRX Position: Q4 2018 in Review

Wells Fargo sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,655,438 shares — an estimated $157M sold.

Wells Fargo first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $642M in Q1 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Wells Fargo reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Wells Fargo sold 1,655,438 Express Scripts Holding Company shares in Q4 2018, an estimated $157M.
  • Wells Fargo first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • Wells Fargo's Express Scripts Holding Company position peaked at $642M in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Wells Fargo's 13F filing for Q4 2018, filed 11 Feb 2019.