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
Dodge & Cox Reduce 3.58% 913,600 0.12
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,249,627 3.95
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
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
Dodge & Cox Reduce 3.18% 675,000 0.06
David Rolfe - Wedgewood Partners Reduce 26.55% 16,950 0.04
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
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
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
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
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
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
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
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.