Sanders Morris Harris’s Esperion Therapeutics ESPR Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-11,100	Closed	-$30.4K	–	137
2026 Q1	$30.4K	Buy	+11,100	New	+$35.1K	﹤0.01%	290
2025 Q4	–	Sell	-20,073	Closed	-$53.2K	–	120
2025 Q3	$53.2K	Buy	+20,073	New	+$38.8K	0.01%	295
2025 Q2	–	Sell	-20,073	Closed	-$28.6K	–	210
2025 Q1	$28.6K	Buy	20,073 +8,973	+81%	+$16.5K	﹤0.01%	278
2024 Q4	$24.4K	Buy	+11,100	New	+$25.9K	﹤0.01%	283
2022 Q4	–	Sell	-12,200	Closed	-$80K	–	224
2022 Q3	$80K	Hold	12,200	–	–	0.02%	277
2022 Q2	$79K	Sell	12,200 -12,200	-50%	-$69.2K	0.02%	276
2022 Q1	$113K	Buy	24,400 +12,200	+100%	+$52.3K	0.02%	286
2021 Q4	$63K	Hold	12,200	–	–	0.01%	302
2021 Q3	$125K	Hold	12,200	–	–	0.02%	297
2021 Q2	$242K	Hold	12,200	–	–	0.05%	267
2021 Q1	$336K	Hold	12,200	–	–	0.07%	208
2020 Q4	$328K	Buy	+12,200	New	+$365K	0.07%	216

Other funds holding ESPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Eleva Capital Paris, France $343M AUM

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return