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Logos Global Management’s ALX Oncology ALXO Stock Holding History

Logos Global Management’s Portfolio ALXO Stock Details ALXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000,000
Closed -$4.8M – 54
2023
Q3 		$4.8M Hold
1,000,000
– – 0.64% 38
2023
Q2 		$7.51M Sell
1,000,000
-500,000
-33% -$3.27M 1.02% 31
2023
Q1 		$6.78M Sell
1,500,000
-849,600
-36% -$6.44M 0.97% 33
2022
Q4 		$26.5M Sell
2,349,600
-621,752
-21% -$6.98M 3.1% 14
2022
Q3 		$28.4M Sell
2,971,352
-165,000
-5% -$1.92M 3.5% 12
2022
Q2 		$25.4M Buy
3,136,352
+125,000
+4% +$1.36M 4.66% 10
2022
Q1 		$50.9M Buy
3,011,352
+105,000
+4% +$1.79M 6.6% 2
2021
Q4 		$62.5M Sell
2,906,352
-250,629
-8% -$10.8M 6.44% 1
2021
Q3 		$233M Hold
3,156,981
– – 16.81% 1
2021
Q2 		$173M Hold
3,156,981
– – 14.51% 1
2021
Q1 		$233M Hold
3,156,981
– – 22.72% 1
2020
Q4 		$272M Buy
3,156,981
+20,000
+0.6% +$1.2M 23.33% 1
2020
Q3 		$118M Buy
+3,136,981
New +$123M 15.15% 1

Other funds holding ALXO

VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

Logos Global Management's ALXO Position: Q4 2023 in Review

Logos Global Management sold out of ALX Oncology (ALXO) in Q4 2023, closing a stake of 1,000,000 shares — an estimated $4.8M sold.

Logos Global Management first reported a position in ALXO in Q3 2020 and held it in 13 quarters. The position peaked at $272M in Q4 2020. 93 funds tracked by Wall St. Rank hold ALXO as of Q4 2023.

  • Logos Global Management reported no remaining ALX Oncology position as of Q4 2023 after selling out during the quarter.
  • Logos Global Management sold 1,000,000 ALX Oncology shares in Q4 2023, an estimated $4.8M.
  • Logos Global Management first reported a position in ALX Oncology in Q3 2020 and held it in 13 quarters.
  • Logos Global Management's ALX Oncology position peaked at $272M in Q4 2020.
  • 93 funds tracked by Wall St. Rank held ALX Oncology as of Q4 2023.

Based on Logos Global Management's 13F filing for Q4 2023, filed 14 Feb 2024.