SCA
ESRX

Southpoint Capital Advisors’s Express Scripts Holding Company ESRX Stock Holding History

Southpoint Capital Advisors’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000,000
Closed -$75.1M – 45
2014
Q1 		$75.1M Sell
1,000,000
-1,000,000
-50% -$75.1M 4.47% 10
2013
Q4 		$140M Sell
2,000,000
-100,000
-5% -$7.02M 7.56% 3
2013
Q3 		$130M Sell
2,100,000
-100,000
-5% -$6.18M 7.29% 4
2013
Q2 		$136M Buy
+2,200,000
New +$136M 8.38% 1