Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Express Scripts Holding Co (ESRX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q1 0 0.00 Sell 100.00% <0.01 SEC
2017   Q4 6,250 <0.01 Reduce 88.45% 0.03 $74.56 $466,000 SEC
2017   Q3 54,100 0.03 Add 35.25% <0.01 $63.33 $3,426,000 SEC
2017   Q2 40,000 0.02 Add 18.69% <0.01 $63.85 $2,554,000 SEC
2017   Q1 33,700 0.02 Buy 0.02 $65.91 $2,221,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.05 SEC
2015   Q4 56,680 0.05 Reduce 96.35% 1.08 $87.40 $4,954,000 SEC
2015   Q3 1,551,395 1.12 Reduce 66.69% 2.29 $80.96 $125,601,000 SEC
2015   Q2 4,658,000 3.44 Add 1.19% 0.04 $88.93 $414,242,000 SEC
2015   Q1 4,603,400 3.38 Add 2.40% 0.08 $86.77 $399,437,000 SEC
2014   Q4 4,495,300 3.08 Add 30.64% 0.72 $84.67 $380,617,000 SEC
2014   Q3 3,441,000 2.08 Add 21.24% 0.36 $70.63 $243,037,000 SEC
2014   Q2 2,838,100 1.65 Buy 1.65 $69.33 $196,765,000 SEC