EP
APLS

Eversept Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Eversept Partners’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
Q4 		– Sell
-122,643
Closed -$4.67M – 60
2023
Q3 		$4.67M Buy
122,643
+66,194
+117% +$2.91M 0.39% 44
2023
Q2 		$5.14M Buy
+56,449
New +$4.87M 0.43% 42
2023
Q1 		– Sell
-154,796
Closed -$8M – 63
2022
Q4 		$8M Buy
+154,796
New +$8.21M 0.7% 32
2021
Q2 		– Sell
-12,900
Closed -$554K – 90
2021
Q1 		$554K Buy
12,900
+9,084
+238% +$430K 0.04% 80
2020
Q4 		$218K Sell
3,816
-77,451
-95% -$3.28M 0.03% 60
2020
Q3 		$2.45M Sell
81,267
-339,665
-81% -$10.1M 0.54% 34
2020
Q2 		$13.7M Sell
420,932
-478,542
-53% -$15.4M 1.89% 17
2020
Q1 		$24.1M Buy
899,474
+589,065
+190% +$20.9M 5.99% 5
2019
Q4 		$9.5M Buy
310,409
+230,900
+290% +$6.39M 1.68% 18
2019
Q3 		$1.92M Sell
79,509
-37,800
-32% -$1.04M 0.59% 37
2019
Q2 		$2.97M Buy
117,309
+12,960
+12% +$264K 0.83% 28
2019
Q1 		$2.03M Sell
104,349
-2,531
-2% -$39.8K 0.59% 31
2018
Q4 		$1.41M Buy
106,880
+6,585
+7% +$101K 0.76% 26
2018
Q3 		$1.78M Buy
100,295
+1,900
+2% +$35.1K 0.78% 25
2018
Q2 		$2.16M Buy
+98,395
New +$2.26M 0.99% 24

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 $2.06B AUM 215.32% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
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

Eversept Partners's APLS Position: Q4 2023 in Review

Eversept Partners sold out of Apellis Pharmaceuticals (APLS) in Q4 2023, closing a stake of 122,643 shares — an estimated $4.67M sold.

Eversept Partners first reported a position in APLS in Q2 2018 and held it in 15 quarters. The position peaked at $24.1M in Q1 2020. 283 funds tracked by Wall St. Rank hold APLS as of Q4 2023.

  • Eversept Partners reported no remaining Apellis Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Eversept Partners sold 122,643 Apellis Pharmaceuticals shares in Q4 2023, an estimated $4.67M.
  • Eversept Partners first reported a position in Apellis Pharmaceuticals in Q2 2018 and held it in 15 quarters.
  • Eversept Partners's Apellis Pharmaceuticals position peaked at $24.1M in Q1 2020.
  • 283 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2023.

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