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
≡ David Abrams - Abrams Capital Management Add 20.32% 539,203 1.35
≡ Dodge & Cox Reduce 3.58% 913,600 0.12
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,249,627 3.95
Q2  2018
≡ Dodge & Cox Add 21.30% 4,476,387 0.50
≡ David Abrams - Abrams Capital Management Buy 2,653,101 5.70
≡ Glenn Greenberg - Brave Warrior Advisors Buy 1,249,627 3.95
Q1  2018
≡ Dodge & Cox Add 2.74% 560,000 0.06
≡ 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
≡ ValueAct Capital Buy 1,200,000 0.91
≡ Glenn Greenberg - Brave Warrior Advisors Buy 7,080 0.02
≡ Dodge & Cox Reduce 0.53% 108,500 0.01
≡ Seth Klarman - Baupost Group Reduce 9.79% 250,435 0.19
≡ David Rolfe - Wedgewood Partners Reduce 13.86% 6,500 0.02
Q3  2017
≡ Richard Pzena - Hancock Classic Value Add 6.29% 39,734 0.12
≡ Dodge & Cox Reduce 3.18% 675,000 0.06
≡ David Rolfe - Wedgewood Partners Reduce 26.55% 16,950 0.04
Q2  2017
≡ Seth Klarman - Baupost Group Add 108.11% 1,328,272 0.98
≡ Dodge & Cox Add 23.21% 4,000,000 0.40
≡ Richard Pzena - Hancock Classic Value Buy 631,722 2.05
≡ 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
≡ Dodge & Cox Add 37.50% 4,700,000 0.49
≡ Seth Klarman - Baupost Group Buy 1,228,619 0.96
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 25.17% 475,542 1.50
≡ David Rolfe - Wedgewood Partners Reduce 94.64% 1,636,352 2.83
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 146,700 1.30
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
≡ 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
≡ Robert Olstein - Olstein Capital Management Add 8.31% 10,900 0.13
≡ 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
≡ Robert Olstein - Olstein Capital Management Add 167.55% 82,100 0.94
≡ Dodge & Cox Reduce 14.50% 2,148,200 0.28
≡ 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
Q4  2015
≡ Stephen Mandel - Lone Pine Capital Buy 3,193,180 1.24
≡ Robert Olstein - Olstein Capital Management Buy 49,000 0.67
≡ 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
≡ Dodge & Cox Add 1.47% 238,943 0.04
≡ 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
≡ Dodge & Cox Add 14.04% 2,005,428 0.30
≡ 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
≡ Dodge & Cox Add 25.46% 2,900,000 0.43
≡ David Rolfe - Wedgewood Partners Add 0.04% 2,366 0.00
≡ 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
≡ David Rolfe - Wedgewood Partners Add 11.12% 662,707 0.76
≡ Dodge & Cox Add 2.71% 300,000 0.04
≡ Steven Romick - FPA Crescent Fund Buy 4,234,000 3.26
≡ 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
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 449,489 0.03
Q3  2014
≡ David Rolfe - Wedgewood Partners Add 7.79% 430,795 0.49
≡ Glenn Greenberg - Brave Warrior Advisors Add 6.50% 304,032 0.80
≡ Dodge & Cox Add 2.67% 288,600 0.04
≡ Warren Buffett - Berkshire Hathaway Buy 449,489 0.03
Q2  2014
≡ Dodge & Cox Add 50.00% 3,600,000 0.43
≡ Glenn Greenberg - Brave Warrior Advisors Add 31.94% 1,132,688 3.17
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 16.04% 85,000 0.69
≡ David Rolfe - Wedgewood Partners Add 11.43% 566,837 0.69
≡ Leon Cooperman Sell 100.00% 141,300 0.14
Q1  2014
≡ Dodge & Cox Add 94.49% 3,498,047 0.48
≡ David Rolfe - Wedgewood Partners Add 21.53% 878,799 1.22
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.42% 412,381 1.25
≡ Leon Cooperman Reduce 18.37% 31,800 0.03
Q4  2013
≡ Glenn Greenberg - Brave Warrior Advisors Add 17.20% 580,896 1.67
≡ David Rolfe - Wedgewood Partners Add 6.63% 253,665 0.37
≡ Dodge & Cox Buy 3,701,953 0.48
≡ Leon Cooperman Reduce 90.90% 1,729,698 1.70
Q3  2013
≡ David Rolfe - Wedgewood Partners Add 12.28% 418,534 0.62
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 19.48% 816,909 2.27
≡ Leon Cooperman Reduce 30.46% 833,529 0.78
Q2  2013
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 26.19% 110,000 0.91
≡ David Rolfe - Wedgewood Partners Add 17.17% 499,619 0.89
≡ Glenn Greenberg - Brave Warrior Advisors Add 4.90% 196,059 0.56
≡ Leon Cooperman Reduce 0.16% 4,400 0.00
Q1  2013
≡ Glenn Greenberg - Brave Warrior Advisors Add 145.69% 2,370,977 7.20
≡ David Rolfe - Wedgewood Partners Add 37.88% 799,167 1.58
≡ Thomas Russo - Gardner Russo & Quinn Sell 100.00% 390 0.00
Q4  2012
≡ David Rolfe - Wedgewood Partners Add 30.02% 487,115 1.22
≡ Glenn Greenberg - Brave Warrior Advisors Buy 1,627,364 5.27
≡ Wallace Weitz - Weitz Large Cap Equity Fund Buy 420,000 3.21
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 4,309,072 1.74
Q3  2012
≡ David Rolfe - Wedgewood Partners Add 11.11% 162,297 0.65

* "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.