CIM
APLS

CIM Investment Management’s Apellis Pharmaceuticals APLS Stock Holding History

CIM Investment 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
Q2 		– Sell
-4,744
Closed -$313K – 279
2023
Q1 		$313K Buy
4,744
+163
+4% +$9.4K 0.12% 182
2022
Q4 		$237K Buy
4,581
+1,238
+37% +$65.7K 0.09% 200
2022
Q3 		$228K Buy
+3,343
New +$198K 0.1% 182

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM Investment Management's APLS Position: Q2 2023 in Review

CIM Investment Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 4,744 shares — an estimated $313K sold.

CIM Investment Management first reported a position in APLS in Q3 2022 and held it in 3 quarters. The position peaked at $313K in Q1 2023. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • CIM Investment Management reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • CIM Investment Management sold 4,744 Apellis Pharmaceuticals shares in Q2 2023, an estimated $313K.
  • CIM Investment Management first reported a position in Apellis Pharmaceuticals in Q3 2022 and held it in 3 quarters.
  • CIM Investment Management's Apellis Pharmaceuticals position peaked at $313K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on CIM Investment Management's 13F filing for Q2 2023, filed 9 Aug 2023.