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
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
Q4  2017
ValueAct Capital Buy 1,200,000 0.91
Glenn Greenberg - Brave Warrior Advisors Buy 7,080 0.02
Q3  2017
Richard Pzena - Hancock Classic Value Add 6.29% 39,734 0.12
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
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
Stephen Mandel - Lone Pine Capital Buy 3,193,180 1.24
Robert Olstein - Olstein Capital Management Buy 49,000 0.67
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
Dodge & Cox Add 25.46% 2,900,000 0.43
David Rolfe - Wedgewood Partners Add 0.04% 2,366 0.00
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
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 Value Fund Add 16.04% 85,000 0.69
David Rolfe - Wedgewood Partners Add 11.43% 566,837 0.69
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
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
Q3  2013
David Rolfe - Wedgewood Partners Add 12.28% 418,534 0.62
Q2  2013
Wallace Weitz - Weitz Value 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
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
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 Value Fund Buy 420,000 3.21
Q3  2012
David Rolfe - Wedgewood Partners Add 11.11% 162,297 0.65
Q2  2012
David Rolfe - Wedgewood Partners Add 8.71% 117,053 0.50
Thomas Russo - Gardner Russo & Quinn Buy 390 0.00
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.