Alpine Associates Management’s Express Scripts Holding Company ESRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,321,458
Closed -$126M 58
2018
Q3
$126M Sell
1,321,458
-180,830
-12% -$17.2M 3.46% 10
2018
Q2
$120M Sell
1,502,288
-75,912
-5% -$6.07M 3.73% 10
2018
Q1
$109M Buy
+1,578,200
New +$109M 3.59% 12