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