Glenview Capital 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
-8,603,438
Closed -$817M 58
2018
Q3
$817M Buy
8,603,438
+1,623,869
+23% +$154M 5.19% 1
2018
Q2
$539M Buy
6,979,569
+2,337,583
+50% +$180M 3.68% 10
2018
Q1
$321M Buy
+4,641,986
New +$321M 1.88% 22
2016
Q4
Sell
-640,960
Closed -$45.2M 53
2016
Q3
$45.2M Buy
640,960
+568,838
+789% +$40.1M 0.32% 44
2016
Q2
$5.47M Buy
+72,122
New +$5.47M 0.04% 46