Boxer Capital’s Amicus Therapeutics FOLD Stock Holding History

Boxer Capital’s Portfolio FOLD Stock Details FOLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,325,000	Closed	-$28.3M	–	60
2023 Q3	$28.3M	Hold	2,325,000	–	–	1.51%	25
2023 Q2	$29.2M	Hold	2,325,000	–	–	1.35%	24
2023 Q1	$25.8M	Hold	2,325,000	–	–	1.27%	26
2022 Q4	$28.4M	Hold	2,325,000	–	–	1.5%	24
2022 Q3	$24.3M	Hold	2,325,000	–	–	1.37%	25
2022 Q2	$25M	Hold	2,325,000	–	–	1.58%	24
2022 Q1	$22M	Hold	2,325,000	–	–	1.13%	26
2021 Q4	$26.9M	Hold	2,325,000	–	–	1.04%	25
2021 Q3	$22.2M	Hold	2,325,000	–	–	0.78%	38
2021 Q2	$22.4M	Hold	2,325,000	–	–	0.79%	36
2021 Q1	$23M	Hold	2,325,000	–	–	0.78%	40
2020 Q4	$53.7M	Hold	2,325,000	–	–	1.73%	16
2020 Q3	$32.8M	Hold	2,325,000	–	–	1.13%	22
2020 Q2	$35.1M	Hold	2,325,000	–	–	1.54%	19
2020 Q1	$21.5M	Hold	2,325,000	–	–	1.46%	21
2019 Q4	$22.6M	Hold	2,325,000	–	–	1.28%	22
2019 Q3	$18.6M	Hold	2,325,000	–	–	1.35%	22
2019 Q2	$29M	Buy	+2,325,000	New	+$29.5M	2.49%	13

Other funds holding FOLD

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Boxer Capital's FOLD Position: Q4 2023 in Review

Boxer Capital sold out of Amicus Therapeutics (FOLD) in Q4 2023, closing a stake of 2,325,000 shares — an estimated $28.3M sold.

Boxer Capital first reported a position in FOLD in Q2 2019 and held it in 18 quarters. The position peaked at $53.7M in Q4 2020. 228 funds tracked by Wall St. Rank hold FOLD as of Q4 2023.

Boxer Capital reported no remaining Amicus Therapeutics position as of Q4 2023 after selling out during the quarter.
Boxer Capital sold 2,325,000 Amicus Therapeutics shares in Q4 2023, an estimated $28.3M.
Boxer Capital first reported a position in Amicus Therapeutics in Q2 2019 and held it in 18 quarters.
Boxer Capital's Amicus Therapeutics position peaked at $53.7M in Q4 2020.
228 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q4 2023.

Based on Boxer Capital's 13F filing for Q4 2023, filed 14 Feb 2024.