LCM
ESRX

Lakewood Capital Management’s Express Scripts Holding Company ESRX Stock Holding History

Lakewood Capital Management’s Portfolio ESRX Stock Details ESRX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-683,640
Closed -$65M – 45
2018
Q3 		$65M Sell
683,640
-18,693
-3% -$1.78M 2.15% 16
2018
Q2 		$54.2M Buy
+702,333
New +$54.2M 1.79% 18