SVB Wealth’s Esperion Therapeutics ESPR Stock Holding History

SVB Wealth’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
2024 Q1	–	Sell	-60,554	Closed	-$181K	–	874
2023 Q4	$181K	Buy	+60,554	New	+$78.5K	﹤0.01%	788

Other funds holding ESPR

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GPP

Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

SVB Wealth's ESPR Position: Q1 2024 in Review

SVB Wealth sold out of Esperion Therapeutics (ESPR) in Q1 2024, closing a stake of 60,554 shares — an estimated $181K sold.

SVB Wealth first reported a position in ESPR in Q4 2023 and held it in 1 quarter. The position peaked at $181K in Q4 2023. 153 funds tracked by Wall St. Rank hold ESPR as of Q1 2024.

SVB Wealth reported no remaining Esperion Therapeutics position as of Q1 2024 after selling out during the quarter.
SVB Wealth sold 60,554 Esperion Therapeutics shares in Q1 2024, an estimated $181K.
SVB Wealth first reported a position in Esperion Therapeutics in Q4 2023 and held it in 1 quarter.
SVB Wealth's Esperion Therapeutics position peaked at $181K in Q4 2023.
153 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2024.

Based on SVB Wealth's 13F filing for Q1 2024, filed 15 May 2024.