GOCM
ESRX

Grey Owl Capital Management’s Express Scripts Holding Company ESRX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$5.73M Sell
81,149
-5,745
-7% -$406K 7.22% 4
2014
Q2
$6.02M Buy
86,894
+14,870
+21% +$1.03M 6.63% 5
2014
Q1
$5.41M Buy
72,024
+11,255
+19% +$845K 6.23% 5
2013
Q4
$4.27M Buy
+60,769
New +$4.27M 5.61% 6