WEC
ESRX

Winslow Evans & Crocker’s Express Scripts Holding Company ESRX Stock Holding History

Winslow Evans & Crocker’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
-874
Closed -$86K – 1148
2018
Q3 		$86K Sell
874
-12
-1% -$1.02K 0.03% 399
2018
Q2 		$72K Buy
886
+12
+1% +$900 0.02% 432
2018
Q1 		$60.3K Hold
874
– – 0.02% 447
2017
Q4 		$65.2K Hold
874
– – 0.02% 439
2017
Q3 		$55.3K Sell
874
-764
-47% -$47.5K 0.02% 457
2017
Q2 		$105K Sell
1,638
-688
-30% -$43.2K 0.03% 426
2017
Q1 		$153K Hold
2,326
– – 0.05% 337
2016
Q4 		$160K Hold
2,326
– – 0.05% 320
2016
Q3 		$164K Sell
2,326
-888
-28% -$66.4K 0.05% 325
2016
Q2 		$243K Buy
3,214
+2
+0.1% +$147 0.07% 253
2016
Q1 		$221K Sell
3,212
-162
-5% -$11.6K 0.07% 254
2015
Q4 		$295K Buy
3,374
+102
+3% +$8.74K 0.08% 231
2015
Q3 		$265K Sell
3,272
-2
-0.1% -$174 0.08% 232
2015
Q2 		$291K Hold
3,274
– – 0.08% 239
2015
Q1 		$284K Sell
3,274
-140
-4% -$11.7K 0.08% 251
2014
Q4 		$289K Sell
3,414
-264
-7% -$20.6K 0.08% 243
2014
Q3 		$260K Buy
3,678
+546
+17% +$38.9K 0.07% 270
2014
Q2 		$217K Sell
3,132
-1,288
-29% -$90.6K 0.07% 251
2014
Q1 		$332K Hold
4,420
– – 0.11% 198
2013
Q4 		$311K Buy
+4,420
New +$289K 0.11% 213

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

Winslow Evans & Crocker's ESRX Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 874 shares — an estimated $86K sold.

Winslow Evans & Crocker first reported a position in ESRX in Q4 2013 and held it in 20 quarters. The position peaked at $332K in Q1 2014. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 874 Express Scripts Holding Company shares in Q4 2018, an estimated $86K.
  • Winslow Evans & Crocker first reported a position in Express Scripts Holding Company in Q4 2013 and held it in 20 quarters.
  • Winslow Evans & Crocker's Express Scripts Holding Company position peaked at $332K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.