Kovitz Investment Group Partners
APLS

Kovitz Investment Group Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Kovitz Investment Group 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
2025
Q1 		– Sell
-8,394
Closed -$268K – 1248
2024
Q4 		$268K Buy
+8,394
New +$252K ﹤0.01% 1076

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's APLS Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 8,394 shares — an estimated $268K sold.

Kovitz Investment Group Partners first reported a position in APLS in Q4 2024 and held it in 1 quarter. The position peaked at $268K in Q4 2024. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,394 Apellis Pharmaceuticals shares in Q1 2025, an estimated $268K.
  • Kovitz Investment Group Partners first reported a position in Apellis Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Apellis Pharmaceuticals position peaked at $268K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.