BFG
ESPR

Bleakley Financial Group’s Esperion Therapeutics ESPR Stock Holding History

Bleakley Financial Group’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,357
Closed -$36K – 653
2024
Q4 		$36K Hold
16,357
– – ﹤0.01% 1031
2024
Q3 		$27K Sell
16,357
-38
-0.2% -$77 ﹤0.01% 1014
2024
Q2 		$36.4K Hold
16,395
– – ﹤0.01% 993
2024
Q1 		$43.9K Sell
16,395
-8,003
-33% -$19.4K ﹤0.01% 974
2023
Q4 		$73K Sell
24,398
-6,104
-20% -$7.92K ﹤0.01% 909
2023
Q3 		$29.9K Buy
+30,502
New +$44.1K ﹤0.01% 865
2023
Q2 		– Sell
-11,092
Closed -$17.6K – 938
2023
Q1 		$17.6K Sell
11,092
-191
-2% -$986 ﹤0.01% 900
2022
Q4 		$70.3K Buy
+11,283
New +$80.7K ﹤0.01% 832

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WA
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BG
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PCM
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TSC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return