PFO
ESPR

Pathstone Family Office’s Esperion Therapeutics ESPR Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-9
Closed – – 875
2020
Q4 		$0 Hold
9
– – ﹤0.01% 1196
2020
Q3 		$0 Hold
9
– – ﹤0.01% 856
2020
Q2 		$0 Sell
9
-65
-88% -$2.72K ﹤0.01% 791
2020
Q1 		$2K Buy
+74
New +$3.9K ﹤0.01% 686
2019
Q2 		– Sell
-60
Closed -$2K – 711
2019
Q1 		$2K Hold
60
– – ﹤0.01% 758
2018
Q4 		$3K Buy
+60
New +$2.89K ﹤0.01% 419

Other funds holding ESPR

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
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
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
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Pathstone Family Office's ESPR Position: Q1 2021 in Review

Pathstone Family Office sold out of Esperion Therapeutics (ESPR) in Q1 2021, closing a stake of 9 shares.

Pathstone Family Office first reported a position in ESPR in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2018. 155 funds tracked by Wall St. Rank hold ESPR as of Q1 2021.

  • Pathstone Family Office reported no remaining Esperion Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 9 Esperion Therapeutics shares in Q1 2021.
  • Pathstone Family Office first reported a position in Esperion Therapeutics in Q4 2018 and held it in 6 quarters.
  • Pathstone Family Office's Esperion Therapeutics position peaked at $3K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.