Express Scripts (ESRX)

Sector:Health Care
Super Investor Stats:
Ownership count:0
Ownership rank:--
% of all portfolios:0%
History Portfolio Manager Activity Share change % change to portfolio ▼
Q4  2018
≡ David Abrams - Abrams Capital Management Sell 100.00% 3,192,304 8.02
≡ Dodge & Cox Sell 100.00% 24,574,158 3.20
≡ Richard Pzena - Hancock Classic Value Sell 100.00% 671,456 2.70
Q3  2018
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,249,627 3.95
≡ Dodge & Cox Reduce 3.58% 913,600 0.12
Q1  2018
≡ Seth Klarman - Baupost Group Sell 100.00% 2,306,456 1.71
≡ ValueAct Capital Sell 100.00% 1,200,000 0.91
≡ David Rolfe - Wedgewood Partners Sell 100.00% 40,400 0.12
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 7,080 0.02
Q4  2017
≡ Seth Klarman - Baupost Group Reduce 9.79% 250,435 0.19
≡ David Rolfe - Wedgewood Partners Reduce 13.86% 6,500 0.02
≡ Dodge & Cox Reduce 0.53% 108,500 0.01
Q3  2017
≡ Dodge & Cox Reduce 3.18% 675,000 0.06
≡ David Rolfe - Wedgewood Partners Reduce 26.55% 16,950 0.04
Q2  2017
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,413,775 4.45
≡ David Rolfe - Wedgewood Partners Reduce 31.10% 28,825 0.05
Q1  2017
≡ David Rolfe - Wedgewood Partners Reduce 94.64% 1,636,352 2.83
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 25.17% 475,542 1.50
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 146,700 1.30
Q4  2016
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 380,000 3.76
≡ David Rolfe - Wedgewood Partners Reduce 43.61% 1,337,363 2.24
Q3  2016
≡ David Rolfe - Wedgewood Partners Reduce 5.69% 184,968 0.27
Q2  2016
≡ David Rolfe - Wedgewood Partners Reduce 18.45% 735,716 1.13
≡ Dodge & Cox Reduce 1.03% 130,000 0.02
Q1  2016
≡ David Rolfe - Wedgewood Partners Reduce 22.13% 1,133,040 1.41
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 3,193,180 1.24
≡ Dodge & Cox Reduce 14.50% 2,148,200 0.28
Q4  2015
≡ Steven Romick - FPA Crescent Fund Sell 100.00% 1,329,620 1.09
≡ David Rolfe - Wedgewood Partners Reduce 10.91% 626,851 0.94
≡ Dodge & Cox Reduce 10.40% 1,719,900 0.28
Q3  2015
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,739,482 4.47
≡ Steven Romick - FPA Crescent Fund Reduce 68.60% 2,904,380 2.38
≡ David Rolfe - Wedgewood Partners Reduce 12.14% 794,070 0.94
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 11.63% 50,000 0.49
Q2  2015
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 50.24% 1,756,057 4.51
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.51% 40,000 0.40
≡ David Rolfe - Wedgewood Partners Reduce 1.23% 81,407 0.10
Q1  2015
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 14.51% 593,113 1.60
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 16.81% 95,000 0.90
Q4  2014
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 17.94% 894,074 2.63
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.13% 50,000 0.45
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 449,489 0.03
Q2  2014
≡ Leon Cooperman Sell 100.00% 141,300 0.14
Q1  2014
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.42% 412,381 1.25
≡ Leon Cooperman Reduce 18.37% 31,800 0.03
Q4  2013
≡ Leon Cooperman Reduce 90.90% 1,729,698 1.70
Q3  2013
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 19.48% 816,909 2.27
≡ Leon Cooperman Reduce 30.46% 833,529 0.78
Q2  2013
≡ Leon Cooperman Reduce 0.16% 4,400 0.00
Q1  2013
≡ Thomas Russo - Gardner Russo & Quinn Sell 100.00% 390 0.00
Q4  2012
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 4,309,072 1.74
Q3  2012
≡ Stephen Mandel - Lone Pine Capital Reduce 39.77% 2,845,776 1.15
Q2  2012
≡ Stephen Mandel - Lone Pine Capital Reduce 5.54% 419,497 0.15
Q1  2012
≡ Stephen Mandel - Lone Pine Capital Reduce 45.03% 6,204,465 2.17
Q2  2011
≡ Stephen Mandel - Lone Pine Capital Reduce 17.41% 1,696,574 0.71

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.