Cedar Rock Capital’s Express Scripts Holding Company ESRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
2018
Q3
$448M Hold
2018
Q2
$364M Sell
2018
Q1
$330M Sell
2017
Q4
$364M Hold
2017
Q3
$309M Sell
2017
Q2
$314M Sell
2017
Q1
$326M Sell
2016
Q4
$352M Buy
2016
Q3
$350M Buy
2016
Q2
$373M Hold
2016
Q1
$338M Buy
2015
Q4
$360M Buy
2015
Q3
$301M Buy
2015
Q2
$301M Hold
2015
Q1
$294M Buy
2014
Q4
$53.5M Buy