Apogem Capital’s KalVista Pharmaceuticals KALV Stock Holding History

Apogem Capital’s Portfolio KALV Stock Details KALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-37,784	Closed	-$548K	–	58
2022 Q3	$548K	Sell	37,784 -24,103	-39%	-$337K	0.55%	58
2022 Q2	$609K	Buy	61,887 +18,157	+42%	+$200K	0.55%	59
2022 Q1	$645K	Buy	43,730 +12,967	+42%	+$186K	0.44%	80
2021 Q4	$407K	Buy	30,763 +10,697	+53%	+$170K	0.27%	115
2021 Q3	$350K	Buy	20,066 +6,306	+46%	+$128K	0.22%	137
2021 Q2	$330K	Buy	+13,760	New	+$360K	0.21%	141

Other funds holding KALV

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Apogem Capital's KALV Position: Q4 2022 in Review

Apogem Capital sold out of KalVista Pharmaceuticals (KALV) in Q4 2022, closing a stake of 37,784 shares — an estimated $548K sold.

Apogem Capital first reported a position in KALV in Q2 2021 and held it in 6 quarters. The position peaked at $645K in Q1 2022. 91 funds tracked by Wall St. Rank hold KALV as of Q4 2022.

Apogem Capital reported no remaining KalVista Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 37,784 KalVista Pharmaceuticals shares in Q4 2022, an estimated $548K.
Apogem Capital first reported a position in KalVista Pharmaceuticals in Q2 2021 and held it in 6 quarters.
Apogem Capital's KalVista Pharmaceuticals position peaked at $645K in Q1 2022.
91 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.