NGA
ESPR

Naples Global Advisors’s Esperion Therapeutics ESPR Stock Holding History

Naples Global Advisors’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
2020
Q3 		– Sell
-5,000
Closed -$257K – 345
2020
Q2 		$257K Buy
+5,000
New +$209K 0.06% 297

Other funds holding ESPR

BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Naples Global Advisors's ESPR Position: Q3 2020 in Review

Naples Global Advisors sold out of Esperion Therapeutics (ESPR) in Q3 2020, closing a stake of 5,000 shares — an estimated $257K sold.

Naples Global Advisors first reported a position in ESPR in Q2 2020 and held it in 1 quarter. The position peaked at $257K in Q2 2020. 166 funds tracked by Wall St. Rank hold ESPR as of Q3 2020.

  • Naples Global Advisors reported no remaining Esperion Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Naples Global Advisors sold 5,000 Esperion Therapeutics shares in Q3 2020, an estimated $257K.
  • Naples Global Advisors first reported a position in Esperion Therapeutics in Q2 2020 and held it in 1 quarter.
  • Naples Global Advisors's Esperion Therapeutics position peaked at $257K in Q2 2020.
  • 166 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q3 2020.

Based on Naples Global Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.