WDA
ESRX

Wendell David Associates’s Express Scripts Holding Company ESRX Stock Holding History

Wendell David Associates’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
-2,527
Closed -$240K – 153
2018
Q3 		$240K Buy
+2,527
New +$215K 0.04% 145

Other funds holding ESRX

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ECM
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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

Wendell David Associates's ESRX Position: Q4 2018 in Review

Wendell David Associates sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 2,527 shares — an estimated $240K sold.

Wendell David Associates first reported a position in ESRX in Q3 2018 and held it in 1 quarter. The position peaked at $240K in Q3 2018. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Wendell David Associates reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Wendell David Associates sold 2,527 Express Scripts Holding Company shares in Q4 2018, an estimated $240K.
  • Wendell David Associates first reported a position in Express Scripts Holding Company in Q3 2018 and held it in 1 quarter.
  • Wendell David Associates's Express Scripts Holding Company position peaked at $240K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Wendell David Associates's 13F filing for Q4 2018, filed 17 Jan 2019.