Avidity Partners Management’s Apellis Pharmaceuticals APLS Stock Holding History

Avidity Partners Management’s Portfolio APLS Stock Details APLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-468,700	Closed	-$42.7M	–	86
2023 Q2	$42.7M	Buy	+468,700	New	+$40.4M	1.49%	26
2022 Q4	–	Sell	-844,000	Closed	-$57.6M	–	87
2022 Q3	$57.6M	Buy	844,000 +629,000	+293%	+$37.2M	1.17%	31
2022 Q2	$9.72M	Buy	215,000 +5,000	+2%	+$228K	0.22%	50
2022 Q1	$10.7M	Buy	+210,000	New	+$9.27M	0.22%	62
2021 Q1	–	Sell	-774,000	Closed	-$44.3M	–	97
2020 Q4	$44.3M	Buy	774,000 +150,700	+24%	+$6.37M	1.44%	22
2020 Q3	$18.8M	Buy	+623,300	New	+$18.6M	0.87%	38

Other funds holding APLS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return

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

Avidity Partners Management's APLS Position: Q3 2023 in Review

Avidity Partners Management sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 468,700 shares — an estimated $42.7M sold.

Avidity Partners Management first reported a position in APLS in Q3 2020 and held it in 6 quarters. The position peaked at $57.6M in Q3 2022. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

Avidity Partners Management reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
Avidity Partners Management sold 468,700 Apellis Pharmaceuticals shares in Q3 2023, an estimated $42.7M.
Avidity Partners Management first reported a position in Apellis Pharmaceuticals in Q3 2020 and held it in 6 quarters.
Avidity Partners Management's Apellis Pharmaceuticals position peaked at $57.6M in Q3 2022.
256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on Avidity Partners Management's 13F filing for Q3 2023, filed 14 Nov 2023.