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
Q3  2018
≡ David Abrams - Abrams Capital Management Add 20.32% 539,203 1.35
≡ Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,249,627 3.95
Q2  2018
≡ David Abrams - Abrams Capital Management Buy 2,653,101 5.70
≡ Glenn Greenberg - Brave Warrior Advisors Buy 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
≡ ValueAct Capital Buy 1,200,000 0.91
≡ Glenn Greenberg - Brave Warrior Advisors Buy 7,080 0.02
≡ Seth Klarman - Baupost Group Reduce 9.79% 250,435 0.19
≡ David Rolfe - Wedgewood Partners Reduce 13.86% 6,500 0.02
Q3  2017
≡ 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
≡ 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
≡ 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
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
≡ 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
≡ 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
≡ David Rolfe - Wedgewood Partners Reduce 10.91% 626,851 0.94
Q3  2015
≡ David Rolfe - Wedgewood Partners Reduce 12.14% 794,070 0.94
≡ 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
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 50.24% 1,756,057 4.51
Q1  2015
≡ David Rolfe - Wedgewood Partners Add 0.04% 2,366 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 14.51% 593,113 1.60
Q4  2014
≡ David Rolfe - Wedgewood Partners Add 11.12% 662,707 0.76
≡ 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
≡ Warren Buffett - Berkshire Hathaway Buy 449,489 0.03
Q2  2014
≡ Glenn Greenberg - Brave Warrior Advisors Add 31.94% 1,132,688 3.17
≡ David Rolfe - Wedgewood Partners Add 11.43% 566,837 0.69
≡ Leon Cooperman Sell 100.00% 141,300 0.14
Q1  2014
≡ 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
≡ 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
≡ 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
≡ 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
≡ Stephen Mandel - Lone Pine Capital Reduce 39.77% 2,845,776 1.15
Q2  2012
≡ David Rolfe - Wedgewood Partners Add 8.71% 117,053 0.50
≡ Thomas Russo - Gardner Russo & Quinn Buy 390 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 5.54% 419,497 0.15
Q1  2012
≡ David Rolfe - Wedgewood Partners Add 4.36% 56,134 0.25
≡ Stephen Mandel - Lone Pine Capital Reduce 45.03% 6,204,465 2.17
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
Q2  2011
≡ Stephen Mandel - Lone Pine Capital Reduce 17.41% 1,696,574 0.71
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.