SAM
ESRX

Silphium Asset Management’s Express Scripts Holding Company ESRX Stock Holding History

Silphium Asset 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
-124,446
Closed -$11.8M – 123
2018
Q3 		$11.8M Sell
124,446
-81,700
-40% -$7.76M 3.38% 9
2018
Q2 		$15.9M Buy
206,146
+31,500
+18% +$2.43M 5.02% 3
2018
Q1 		$12.1M Buy
+174,646
New +$12.1M 6.56% 4