CSPIA
ESPR

Cary Street Partners Investment Advisory’s Esperion Therapeutics ESPR Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-550
Closed -$539 – 966
2023
Q3 		$539 Hold
550
– – ﹤0.01% 1790
2023
Q2 		$765 Buy
+550
New +$768 ﹤0.01% 1669

Other funds holding ESPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's ESPR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Esperion Therapeutics (ESPR) in Q4 2023, closing a stake of 550 shares — an estimated $539 sold.

Cary Street Partners Investment Advisory first reported a position in ESPR in Q2 2023 and held it in 2 quarters. The position peaked at $765 in Q2 2023. 132 funds tracked by Wall St. Rank hold ESPR as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Esperion Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 550 Esperion Therapeutics shares in Q4 2023, an estimated $539.
  • Cary Street Partners Investment Advisory first reported a position in Esperion Therapeutics in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Esperion Therapeutics position peaked at $765 in Q2 2023.
  • 132 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.