Tesuji Partners’s Express Scripts Holding Company ESRX Stock Holding History

Tesuji Partners’s Portfolio ESRX Stock Details ESRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,800,000	Closed	-$156M	–	7
2015 Q1	$156M	Hold	1,800,000	–	–	9.44%	6
2014 Q4	$152M	Hold	1,800,000	–	–	9.78%	6
2014 Q3	$127M	Hold	1,800,000	–	–	10.94%	5
2014 Q2	$125M	Hold	1,800,000	–	–	12.46%	4
2014 Q1	$135M	Buy	+1,800,000	New	+$135M	11.59%	5

Other funds holding ESRX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tesuji Partners's ESRX Position: Q2 2015 in Review

Tesuji Partners sold out of Express Scripts Holding Company (ESRX) in Q2 2015, closing a stake of 1,800,000 shares — an estimated $156M sold.

Tesuji Partners first reported a position in ESRX in Q1 2014 and held it in 5 quarters. The position peaked at $156M in Q1 2015. 1,253 funds tracked by Wall St. Rank hold ESRX as of Q2 2015.

Tesuji Partners reported no remaining Express Scripts Holding Company position as of Q2 2015 after selling out during the quarter.
Tesuji Partners sold 1,800,000 Express Scripts Holding Company shares in Q2 2015, an estimated $156M.
Tesuji Partners first reported a position in Express Scripts Holding Company in Q1 2014 and held it in 5 quarters.
Tesuji Partners's Express Scripts Holding Company position peaked at $156M in Q1 2015.
1,253 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q2 2015.

Based on Tesuji Partners's 13F filing for Q2 2015, filed 14 Aug 2015.