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Ellevest Inc’s Esperion Therapeutics ESPR Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-350
Closed -$2.18K – 1947
2022
Q4 		$2.18K Sell
350
-85
-20% -$608 ﹤0.01% 1372
2022
Q3 		$3K Buy
435
+43
+11% +$295 ﹤0.01% 1267
2022
Q2 		$2K Sell
392
-42
-10% -$238 ﹤0.01% 1154
2022
Q1 		$2K Buy
434
+347
+399% +$1.49K ﹤0.01% 1183
2021
Q4 		$0 Buy
87
+11
+14% +$88 ﹤0.01% 1480
2021
Q3 		$1K Buy
+76
New +$1.11K ﹤0.01% 1256

Other funds holding ESPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Armistice Capital
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Ellevest Inc's ESPR Position: Q1 2023 in Review

Ellevest Inc sold out of Esperion Therapeutics (ESPR) in Q1 2023, closing a stake of 350 shares — an estimated $2.18K sold.

Ellevest Inc first reported a position in ESPR in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 164 funds tracked by Wall St. Rank hold ESPR as of Q1 2023.

  • Ellevest Inc reported no remaining Esperion Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 350 Esperion Therapeutics shares in Q1 2023, an estimated $2.18K.
  • Ellevest Inc first reported a position in Esperion Therapeutics in Q3 2021 and held it in 6 quarters.
  • Ellevest Inc's Esperion Therapeutics position peaked at $3K in Q3 2022.
  • 164 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.