LC
APLS

Lindbrook Capital’s Apellis Pharmaceuticals APLS Stock Holding History

Lindbrook Capital’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 		$11.3K Sell
516
-157
-23% -$4.34K ﹤0.01% 1598
2024
Q4 		$21.5K Buy
673
+365
+119% +$11K ﹤0.01% 1249
2024
Q3 		$8.88K Buy
308
+199
+183% +$7.37K ﹤0.01% 1736
2024
Q2 		$4.18K Sell
109
-195
-64% -$8.83K ﹤0.01% 2082
2024
Q1 		$17.9K Hold
304
– – ﹤0.01% 1270
2023
Q4 		$18.2K Buy
304
+155
+104% +$7.86K ﹤0.01% 1232
2023
Q3 		$5.67K Sell
149
-75
-33% -$3.29K ﹤0.01% 1708
2023
Q2 		$20.4K Sell
224
-52
-19% -$4.49K ﹤0.01% 1077
2023
Q1 		$18.2K Sell
276
-6
-2% -$346 ﹤0.01% 1117
2022
Q4 		$14.6K Sell
282
-16
-5% -$849 ﹤0.01% 1238
2022
Q3 		$20K Buy
298
+197
+195% +$11.7K ﹤0.01% 973
2022
Q2 		$5K Buy
101
+8
+9% +$365 ﹤0.01% 1520
2022
Q1 		$5K Buy
93
+55
+145% +$2.43K ﹤0.01% 1566
2021
Q4 		$2K Hold
38
– – ﹤0.01% 1741
2021
Q3 		$1K Hold
38
– – ﹤0.01% 1669
2021
Q2 		$2K Hold
38
– – ﹤0.01% 1551
2021
Q1 		$2K Hold
38
– – ﹤0.01% 1512
2020
Q4 		$2K Hold
38
– – ﹤0.01% 1421
2020
Q3 		$1K Hold
38
– – ﹤0.01% 1503
2020
Q2 		$1K Buy
+38
New +$1.22K ﹤0.01% 1509

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

Lindbrook Capital's APLS Position: Q1 2025 in Review

Lindbrook Capital reduced its Apellis Pharmaceuticals (APLS) stake by 23% in Q1 2025, selling an estimated $4.34K and leaving 516 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Lindbrook Capital first reported a position in APLS in Q2 2020 and has held it in 20 quarters since. The position peaked at $21.5K in Q4 2024. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

  • Lindbrook Capital held 516 shares of Apellis Pharmaceuticals worth $11.3K as of Q1 2025.
  • Lindbrook Capital sold 157 Apellis Pharmaceuticals shares in Q1 2025, an estimated $4.34K.
  • Apellis Pharmaceuticals made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1598 holding.
  • Lindbrook Capital first reported a position in Apellis Pharmaceuticals in Q2 2020 and has held it in 20 quarters since.
  • Lindbrook Capital's Apellis Pharmaceuticals position peaked at $21.5K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.