CPG
ESPR

Cornerstone Planning Group’s Esperion Therapeutics ESPR Stock Holding History

Cornerstone Planning 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
-123
Closed -$245 – 1597
2024
Q4 		$245 Hold
123
– – ﹤0.01% 1312
2024
Q3 		$256 Hold
123
– – ﹤0.01% 1218
2024
Q2 		$260 Hold
123
– – ﹤0.01% 1164
2024
Q1 		$256 Hold
123
– – ﹤0.01% 1002
2023
Q4 		$368 Hold
123
– – ﹤0.01% 807
2023
Q3 		$121 Hold
123
– – ﹤0.01% 1076
2023
Q2 		$171 Buy
+123
New +$172 ﹤0.01% 1523
2022
Q4 		$843 Buy
+123
New +$880 ﹤0.01% 1393

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

Cornerstone Planning Group's ESPR Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Esperion Therapeutics (ESPR) in Q1 2025, closing a stake of 123 shares — an estimated $245 sold.

Cornerstone Planning Group first reported a position in ESPR in Q4 2022 and held it in 8 quarters. The position peaked at $843 in Q4 2022. 186 funds tracked by Wall St. Rank hold ESPR as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Esperion Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 123 Esperion Therapeutics shares in Q1 2025, an estimated $245.
  • Cornerstone Planning Group first reported a position in Esperion Therapeutics in Q4 2022 and held it in 8 quarters.
  • Cornerstone Planning Group's Esperion Therapeutics position peaked at $843 in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.