Mackenzie Financial
ESPR icon

Mackenzie Financial’s Esperion Therapeutics ESPR Stock Holding History

Mackenzie Financial’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
2026
Q1 		$1.81M Buy
659,120
+322,128
+96% +$1.02M ﹤0.01% 947
2025
Q4 		$1.24M Buy
336,992
+64,034
+23% +$207K ﹤0.01% 999
2025
Q3 		$723K Buy
272,958
+261,258
+2,233% +$505K ﹤0.01% 1156
2025
Q2 		$11.5K Sell
11,700
-111,415
-90% -$112K ﹤0.01% 1687
2025
Q1 		$177K Sell
123,115
-20,137
-14% -$37.1K ﹤0.01% 1537
2024
Q4 		$315K Buy
143,252
+76,965
+116% +$180K ﹤0.01% 1362
2024
Q3 		$109K Buy
66,287
+31,033
+88% +$62.7K ﹤0.01% 1472
2024
Q2 		$78.3K Buy
35,254
+18,036
+105% +$42.4K ﹤0.01% 1456
2024
Q1 		$46.1K Buy
17,218
+3,827
+29% +$9.3K ﹤0.01% 1490
2023
Q4 		$40K Sell
13,391
-19,227
-59% -$24.9K ﹤0.01% 1458
2023
Q3 		$31.5K Buy
32,618
+5,341
+20% +$7.73K ﹤0.01% 1438
2023
Q2 		$38.7K Sell
27,277
-60,060
-69% -$83.9K ﹤0.01% 1475
2023
Q1 		$139K Buy
87,337
+19,494
+29% +$101K ﹤0.01% 1380
2022
Q4 		$423K Buy
+67,843
New +$485K ﹤0.01% 984

Other funds holding ESPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return