OIA
ESPR

OneDigital Investment Advisors’s Esperion Therapeutics ESPR Stock Holding History

OneDigital Investment 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
2023
Q2 		– Sell
-11,095
Closed -$17.6K – 1026
2023
Q1 		$17.6K Hold
11,095
– – ﹤0.01% 957
2022
Q4 		$69.1K Sell
11,095
-14,000
-56% -$100K ﹤0.01% 801
2022
Q3 		$168K Buy
25,095
+3,000
+14% +$20.6K 0.01% 718
2022
Q2 		$141K Sell
22,095
-23,000
-51% -$130K 0.01% 670
2022
Q1 		$209K Sell
45,095
-10,000
-18% -$42.9K 0.01% 695
2021
Q4 		$275K Buy
55,095
+18,000
+49% +$144K 0.01% 623
2021
Q3 		$447K Buy
37,095
+20,500
+124% +$298K 0.02% 443
2021
Q2 		$351K Sell
16,595
-6,975
-30% -$168K 0.01% 507
2021
Q1 		$661K Buy
23,570
+12,020
+104% +$355K 0.03% 320
2020
Q4 		$300K Buy
11,550
+50
+0.4% +$1.5K 0.02% 487
2020
Q3 		$427K Sell
11,500
-2,500
-18% -$99K 0.03% 336
2020
Q2 		$718K Sell
14,000
-1,000
-7% -$41.8K 0.05% 251
2020
Q1 		$473K Hold
15,000
– – 0.04% 286
2019
Q4 		$894K Buy
15,000
+2,475
+20% +$111K 0.07% 210
2019
Q3 		$459K Buy
12,525
+2,525
+25% +$100K 0.04% 288
2019
Q2 		$465K Buy
+10,000
New +$470K 0.04% 269

Other funds holding ESPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

OneDigital Investment Advisors's ESPR Position: Q2 2023 in Review

OneDigital Investment Advisors sold out of Esperion Therapeutics (ESPR) in Q2 2023, closing a stake of 11,095 shares — an estimated $17.6K sold.

OneDigital Investment Advisors first reported a position in ESPR in Q2 2019 and held it in 16 quarters. The position peaked at $894K in Q4 2019. 124 funds tracked by Wall St. Rank hold ESPR as of Q2 2023.

  • OneDigital Investment Advisors reported no remaining Esperion Therapeutics position as of Q2 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,095 Esperion Therapeutics shares in Q2 2023, an estimated $17.6K.
  • OneDigital Investment Advisors first reported a position in Esperion Therapeutics in Q2 2019 and held it in 16 quarters.
  • OneDigital Investment Advisors's Esperion Therapeutics position peaked at $894K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2023.

Based on OneDigital Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.