CI
ESPR

Carroll Investors’s Esperion Therapeutics ESPR Stock Holding History

Carroll Investors’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
-12,071
Closed -$26.6K – 30
2024
Q4 		$26.6K Hold
12,071
– – 0.02% 29
2024
Q3 		$19.9K Buy
+12,071
New +$24.4K 0.01% 30

Other funds holding ESPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Carroll Investors's ESPR Position: Q1 2025 in Review

Carroll Investors sold out of Esperion Therapeutics (ESPR) in Q1 2025, closing a stake of 12,071 shares — an estimated $26.6K sold.

Carroll Investors first reported a position in ESPR in Q3 2024 and held it in 2 quarters. The position peaked at $26.6K in Q4 2024. 186 funds tracked by Wall St. Rank hold ESPR as of Q1 2025.

  • Carroll Investors reported no remaining Esperion Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Carroll Investors sold 12,071 Esperion Therapeutics shares in Q1 2025, an estimated $26.6K.
  • Carroll Investors first reported a position in Esperion Therapeutics in Q3 2024 and held it in 2 quarters.
  • Carroll Investors's Esperion Therapeutics position peaked at $26.6K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2025.

Based on Carroll Investors's 13F filing for Q1 2025, filed 14 May 2025.