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EWG Elevate’s Annexon ANNX Stock Holding History

EWG Elevate’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$23.6K – 109
2023
Q3 		$23.6K Buy
+10,000
New +$30.2K 0.01% 96
2023
Q1 		– Sell
-15,000
Closed -$77.5K – 115
2022
Q4 		$77.5K Buy
15,000
+5,000
+50% +$27.5K 0.04% 132
2022
Q3 		$62K Buy
+10,000
New +$54.1K 0.03% 73

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return

EWG Elevate's ANNX Position: Q4 2023 in Review

EWG Elevate sold out of Annexon (ANNX) in Q4 2023, closing a stake of 10,000 shares — an estimated $23.6K sold.

EWG Elevate first reported a position in ANNX in Q3 2022 and held it in 3 quarters. The position peaked at $77.5K in Q4 2022. 99 funds tracked by Wall St. Rank hold ANNX as of Q4 2023.

  • EWG Elevate reported no remaining Annexon position as of Q4 2023 after selling out during the quarter.
  • EWG Elevate sold 10,000 Annexon shares in Q4 2023, an estimated $23.6K.
  • EWG Elevate first reported a position in Annexon in Q3 2022 and held it in 3 quarters.
  • EWG Elevate's Annexon position peaked at $77.5K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Annexon as of Q4 2023.

Based on EWG Elevate's 13F filing for Q4 2023, filed 9 Jan 2024.