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 ▲ | |
Q3  2018 | |||||
≡ | David Abrams - Abrams Capital Management | Add 20.32% | 539,203 | 1.35 | |
Q2  2018 | |||||
≡ | Dodge & Cox | Add 21.30% | 4,476,387 | 0.50 | |
≡ | Glenn Greenberg - Brave Warrior Advisors | Buy | 1,249,627 | 3.95 | |
≡ | David Abrams - Abrams Capital Management | Buy | 2,653,101 | 5.70 | |
Q1  2018 | |||||
≡ | Dodge & Cox | Add 2.74% | 560,000 | 0.06 | |
Q4  2017 | |||||
≡ | Glenn Greenberg - Brave Warrior Advisors | Buy | 7,080 | 0.02 | |
≡ | ValueAct Capital | Buy | 1,200,000 | 0.91 | |
Q3  2017 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 6.29% | 39,734 | 0.12 | |
Q2  2017 | |||||
≡ | Dodge & Cox | Add 23.21% | 4,000,000 | 0.40 | |
≡ | Seth Klarman - Baupost Group | Add 108.11% | 1,328,272 | 0.98 | |
≡ | Richard Pzena - Hancock Classic Value | Buy | 631,722 | 2.05 | |
Q1  2017 | |||||
≡ | Dodge & Cox | Add 37.50% | 4,700,000 | 0.49 | |
≡ | Seth Klarman - Baupost Group | Buy | 1,228,619 | 0.96 | |
Q4  2016 | |||||
≡ | Robert Olstein - Olstein Capital Management | Add 3.31% | 4,700 | 0.04 | |
≡ | Glenn Greenberg - Brave Warrior Advisors | Buy | 1,889,317 | 6.20 | |
Q3  2016 | |||||
≡ | Robert Olstein - Olstein Capital Management | Add 8.31% | 10,900 | 0.13 | |
Q1  2016 | |||||
≡ | Robert Olstein - Olstein Capital Management | Add 167.55% | 82,100 | 0.94 | |
Q4  2015 | |||||
≡ | Robert Olstein - Olstein Capital Management | Buy | 49,000 | 0.67 | |
≡ | Stephen Mandel - Lone Pine Capital | Buy | 3,193,180 | 1.24 | |
Q3  2015 | |||||
≡ | Dodge & Cox | Add 1.47% | 238,943 | 0.04 | |
Q2  2015 | |||||
≡ | Dodge & Cox | Add 14.04% | 2,005,428 | 0.30 | |
Q1  2015 | |||||
≡ | David Rolfe - Wedgewood Partners | Add 0.04% | 2,366 | 0.00 | |
≡ | Dodge & Cox | Add 25.46% | 2,900,000 | 0.43 | |
Q4  2014 | |||||
≡ | Dodge & Cox | Add 2.71% | 300,000 | 0.04 | |
≡ | David Rolfe - Wedgewood Partners | Add 11.12% | 662,707 | 0.76 | |
≡ | Steven Romick - FPA Crescent Fund | Buy | 4,234,000 | 3.26 | |
Q3  2014 | |||||
≡ | Warren Buffett - Berkshire Hathaway | Buy | 449,489 | 0.03 | |
≡ | Dodge & Cox | Add 2.67% | 288,600 | 0.04 | |
≡ | David Rolfe - Wedgewood Partners | Add 7.79% | 430,795 | 0.49 | |
≡ | Glenn Greenberg - Brave Warrior Advisors | Add 6.50% | 304,032 | 0.80 | |
Q2  2014 | |||||
≡ | Dodge & Cox | Add 50.00% | 3,600,000 | 0.43 | |
≡ | David Rolfe - Wedgewood Partners | Add 11.43% | 566,837 | 0.69 | |
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Add 16.04% | 85,000 | 0.69 | |
≡ | Glenn Greenberg - Brave Warrior Advisors | Add 31.94% | 1,132,688 | 3.17 | |
Q1  2014 | |||||
≡ | Dodge & Cox | Add 94.49% | 3,498,047 | 0.48 | |
≡ | David Rolfe - Wedgewood Partners | Add 21.53% | 878,799 | 1.22 | |
Q4  2013 | |||||
≡ | David Rolfe - Wedgewood Partners | Add 6.63% | 253,665 | 0.37 | |
≡ | Dodge & Cox | Buy | 3,701,953 | 0.48 | |
≡ | Glenn Greenberg - Brave Warrior Advisors | Add 17.20% | 580,896 | 1.67 | |
Q3  2013 | |||||
≡ | David Rolfe - Wedgewood Partners | Add 12.28% | 418,534 | 0.62 | |
Q2  2013 | |||||
≡ | Glenn Greenberg - Brave Warrior Advisors | Add 4.90% | 196,059 | 0.56 | |
≡ | David Rolfe - Wedgewood Partners | Add 17.17% | 499,619 | 0.89 | |
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Add 26.19% | 110,000 | 0.91 | |
Q1  2013 | |||||
≡ | David Rolfe - Wedgewood Partners | Add 37.88% | 799,167 | 1.58 | |
≡ | Glenn Greenberg - Brave Warrior Advisors | Add 145.69% | 2,370,977 | 7.20 | |
Q4  2012 | |||||
≡ | David Rolfe - Wedgewood Partners | Add 30.02% | 487,115 | 1.22 | |
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Buy | 420,000 | 3.21 | |
≡ | Glenn Greenberg - Brave Warrior Advisors | Buy | 1,627,364 | 5.27 | |
Q3  2012 | |||||
≡ | David Rolfe - Wedgewood Partners | Add 11.11% | 162,297 | 0.65 | |
Q2  2012 | |||||
≡ | Thomas Russo - Gardner Russo & Quinn | Buy | 390 | 0.00 | |
≡ | David Rolfe - Wedgewood Partners | Add 8.71% | 117,053 | 0.50 | |
Q1  2012 | |||||
≡ | David Rolfe - Wedgewood Partners | Add 4.36% | 56,134 | 0.25 | |
Q4  2011 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Add 2.49% | 335,200 | 0.11 | |
Q3  2011 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Add 67.08% | 5,397,283 | 1.67 | |
Q1  2011 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Add 25.63% | 1,987,358 | 0.91 | |
Q4  2010 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Add 83.03% | 3,518,122 | 1.69 | |
Q3  2010 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Buy | 4,237,421 | 1.92 |
* "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.