CS
APLS

Credit Suisse’s Apellis Pharmaceuticals APLS Stock Holding History

Credit Suisse’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
2024
Q1 		$4.74M Sell
80,642
-4,929
-6% -$314K ﹤0.01% 1325
2023
Q4 		$5.12M Sell
85,571
-1,442
-2% -$73.2K ﹤0.01% 1314
2023
Q3 		$3.31M Sell
87,013
-6,870
-7% -$302K ﹤0.01% 1524
2023
Q2 		$8.55M Buy
93,883
+9,935
+12% +$857K 0.01% 1003
2023
Q1 		$5.54M Buy
83,948
+7,040
+9% +$406K 0.01% 1239
2022
Q4 		$3.98M Buy
76,908
+38
+0% +$2.02K ﹤0.01% 1448
2022
Q3 		$5.25M Buy
76,870
+12,108
+19% +$716K 0.01% 1224
2022
Q2 		$2.93M Sell
64,762
-5,504
-8% -$251K ﹤0.01% 1650
2022
Q1 		$3.57M Buy
70,266
+7,234
+11% +$319K ﹤0.01% 1689
2021
Q4 		$2.98M Buy
63,032
+3,845
+6% +$151K ﹤0.01% 2454
2021
Q3 		$1.95M Buy
59,187
+13,459
+29% +$756K ﹤0.01% 2836
2021
Q2 		$2.89M Sell
45,728
-2,480
-5% -$128K ﹤0.01% 2542
2021
Q1 		$2.07M Sell
48,208
-42,362
-47% -$2M ﹤0.01% 2798
2020
Q4 		$5.18M Sell
90,570
-14,852
-14% -$628K ﹤0.01% 2064
2020
Q3 		$3.18M Sell
105,422
-22,177
-17% -$663K ﹤0.01% 2091
2020
Q2 		$4.17M Buy
127,599
+73,083
+134% +$2.35M ﹤0.01% 1820
2020
Q1 		$1.46M Sell
54,516
-5,872
-10% -$208K ﹤0.01% 2344
2019
Q4 		$1.85M Buy
60,388
+8,848
+17% +$245K ﹤0.01% 2661
2019
Q3 		$1.24M Buy
51,540
+22,815
+79% +$628K ﹤0.01% 2855
2019
Q2 		$728K Buy
28,725
+4,885
+20% +$99.4K ﹤0.01% 3165
2019
Q1 		$464K Buy
23,840
+4,284
+22% +$67.4K ﹤0.01% 3374
2018
Q4 		$258K Buy
19,556
+5,987
+44% +$91.9K ﹤0.01% 3579
2018
Q3 		$241K Sell
13,569
-966
-7% -$17.9K ﹤0.01% 3602
2018
Q2 		$320K Buy
+14,535
New +$334K ﹤0.01% 3604

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Credit Suisse's APLS Position: Q1 2024 in Review

Credit Suisse reduced its Apellis Pharmaceuticals (APLS) stake by 5.8% in Q1 2024, selling an estimated $314K and leaving 80,642 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Credit Suisse first reported a position in APLS in Q2 2018 and has held it in 24 quarters since. The position peaked at $8.55M in Q2 2023. 302 funds tracked by Wall St. Rank hold APLS as of Q1 2024.

  • Credit Suisse held 80,642 shares of Apellis Pharmaceuticals worth $4.74M as of Q1 2024.
  • Credit Suisse sold 4,929 Apellis Pharmaceuticals shares in Q1 2024, an estimated $314K.
  • Apellis Pharmaceuticals made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1325 holding.
  • Credit Suisse first reported a position in Apellis Pharmaceuticals in Q2 2018 and has held it in 24 quarters since.
  • Credit Suisse's Apellis Pharmaceuticals position peaked at $8.55M in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.