Alerce Investment Management’s Akebia Therapeutics AKBA Stock Holding History

Alerce Investment Management’s Portfolio AKBA Stock Details AKBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$10.9M	Hold	5,747,906	–	–	19.23%	2
2024 Q3	$7.59M	Hold	5,747,906	–	–	12.17%	2
2024 Q2	$5.86M	Sell	5,747,906 -7,457,213	-56%	-$9.22M	11.49%	2
2024 Q1	$24.2M	Sell	13,205,119 -3,000,000	-19%	-$4.8M	25.42%	2
2023 Q4	$20.1M	Hold	16,205,119	–	–	26.74%	2
2023 Q3	$18.5M	Hold	16,205,119	–	–	31.57%	1
2023 Q2	$14.8M	Hold	16,205,119	–	–	19.29%	3
2023 Q1	$9.08M	Buy	16,205,119 +1,115,000	+7%	+$852K	12%	4
2022 Q4	$8.71M	Buy	15,090,119 +10,437,558	+224%	+$3.27M	10.02%	4
2022 Q3	$1.47M	Hold	4,652,561	–	–	1.42%	7
2022 Q2	$1.64M	Hold	4,652,561	–	–	3.05%	7
2022 Q1	$3.34M	Hold	4,652,561	–	–	5.66%	7
2021 Q4	$10.5M	Hold	4,652,561	–	–	10.69%	3
2021 Q3	$13.4M	Hold	4,652,561	–	–	9.17%	4
2021 Q2	$17.6M	Hold	4,652,561	–	–	9.57%	4
2021 Q1	$15.7M	Hold	4,652,561	–	–	6.97%	4
2020 Q4	$13M	Buy	+4,652,561	New	+$13.6M	5.13%	4

Other funds holding AKBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Alerce Investment Management's AKBA Position: Q4 2024 in Review

Alerce Investment Management held its Akebia Therapeutics (AKBA) position steady in Q4 2024 at 5,747,906 shares worth $10.9M. The position accounts for 19.23% of the portfolio, ranked #2.

Alerce Investment Management first reported a position in AKBA in Q4 2020 and has held it in 17 quarters since. The position peaked at $24.2M in Q1 2024. 121 funds tracked by Wall St. Rank hold AKBA as of Q4 2024.

Alerce Investment Management held 5,747,906 shares of Akebia Therapeutics worth $10.9M as of Q4 2024.
Alerce Investment Management left its Akebia Therapeutics share count unchanged in Q4 2024.
Akebia Therapeutics made up 19.23% of Alerce Investment Management's portfolio in Q4 2024, its #2 holding.
Alerce Investment Management first reported a position in Akebia Therapeutics in Q4 2020 and has held it in 17 quarters since.
Alerce Investment Management's Akebia Therapeutics position peaked at $24.2M in Q1 2024.
121 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q4 2024.

Based on Alerce Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.