Braidwell’s ALX Oncology ALXO Stock Holding History

Braidwell’s Portfolio ALXO Stock Details ALXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,249,900	Closed	-$6M	–	74
2023 Q3	$6M	Hold	1,249,900	–	–	0.19%	84
2023 Q2	$9.39M	Hold	1,249,900	–	–	0.31%	71
2023 Q1	$5.65M	Buy	1,249,900 +991,620	+384%	+$7.51M	0.19%	74
2022 Q4	$2.91M	Buy	+258,280	New	+$2.9M	0.1%	86

Other funds holding ALXO

venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return

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

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

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

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

MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

Braidwell's ALXO Position: Q4 2023 in Review

Braidwell sold out of ALX Oncology (ALXO) in Q4 2023, closing a stake of 1,249,900 shares — an estimated $6M sold.

Braidwell first reported a position in ALXO in Q4 2022 and held it in 4 quarters. The position peaked at $9.39M in Q2 2023. 93 funds tracked by Wall St. Rank hold ALXO as of Q4 2023.

Braidwell reported no remaining ALX Oncology position as of Q4 2023 after selling out during the quarter.
Braidwell sold 1,249,900 ALX Oncology shares in Q4 2023, an estimated $6M.
Braidwell first reported a position in ALX Oncology in Q4 2022 and held it in 4 quarters.
Braidwell's ALX Oncology position peaked at $9.39M in Q2 2023.
93 funds tracked by Wall St. Rank held ALX Oncology as of Q4 2023.

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