YIA
ESRX

YHB Investment Advisors’s Express Scripts Holding Company ESRX Stock Holding History

YHB Investment Advisors’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
-12,290
Closed -$1.17M – 197
2018
Q3 		$1.17M Sell
12,290
-25,579
-68% -$2.18M 0.18% 112
2018
Q2 		$2.92M Buy
37,869
+238
+0.6% +$17.9K 0.48% 65
2018
Q1 		$2.6M Buy
37,631
+153
+0.4% +$11.7K 0.44% 71
2017
Q4 		$2.8M Sell
37,478
-1,541
-4% -$98.6K 0.48% 69
2017
Q3 		$2.47M Sell
39,019
-1,322
-3% -$82.2K 0.44% 72
2017
Q2 		$2.58M Buy
40,341
+36,196
+873% +$2.27M 0.44% 68
2017
Q1 		$246K Sell
4,145
-64,884
-94% -$4.46M 0.05% 161
2016
Q4 		$4.75M Sell
69,029
-3,893
-5% -$279K 0.99% 36
2016
Q3 		$5.14M Sell
72,922
-4,110
-5% -$307K 1.24% 26
2016
Q2 		$5.84M Buy
77,032
+1,335
+2% +$98.2K 1.28% 25
2016
Q1 		$5.2M Buy
75,697
+2,396
+3% +$172K 1.4% 22
2015
Q4 		$6.41M Buy
73,301
+1,510
+2% +$129K 1.45% 22
2015
Q3 		$5.81M Buy
71,791
+1,349
+2% +$117K 1.37% 20
2015
Q2 		$6.26M Buy
70,442
+1,868
+3% +$163K 1.37% 19
2015
Q1 		$5.95M Buy
68,574
+2,611
+4% +$219K 1.33% 21
2014
Q4 		$5.58M Buy
65,963
+1,106
+2% +$86.4K 1.28% 23
2014
Q3 		$4.58M Buy
64,857
+1,250
+2% +$89.1K 1.1% 29
2014
Q2 		$4.41M Buy
63,607
+2,392
+4% +$168K 1.06% 31
2014
Q1 		$4.6M Buy
61,215
+1,333
+2% +$99.8K 1.17% 26
2013
Q4 		$4.21M Buy
59,882
+568
+1% +$37.1K 1.13% 28
2013
Q3 		$3.67M Buy
59,314
+1,100
+2% +$71.1K 1.08% 35
2013
Q2 		$3.59M Buy
+58,214
New +$3.51M 1.12% 31

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 $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

YHB Investment Advisors's ESRX Position: Q4 2018 in Review

YHB Investment Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 12,290 shares — an estimated $1.17M sold.

YHB Investment Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $6.41M in Q4 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • YHB Investment Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 12,290 Express Scripts Holding Company shares in Q4 2018, an estimated $1.17M.
  • YHB Investment Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • YHB Investment Advisors's Express Scripts Holding Company position peaked at $6.41M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on YHB Investment Advisors's 13F filing for Q4 2018, filed 11 Jan 2019.