Lombard Odier Asset Management (Switzerland)’s Apellis Pharmaceuticals APLS Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q2	–	Sell	-71,180	Closed	-$4.7M	–	159
2023 Q1	$4.7M	Sell	71,180 -99,173	-58%	-$5.72M	0.41%	68
2022 Q4	$8.81M	Buy	170,353 +40,776	+31%	+$2.16M	0.7%	45
2022 Q3	$8.85M	Sell	129,577 -65,549	-34%	-$3.88M	0.75%	43
2022 Q2	$8.82M	Sell	195,126 -26,125	-12%	-$1.19M	0.75%	39
2022 Q1	$11.2M	Sell	221,251 -202,425	-48%	-$8.94M	0.88%	42
2021 Q4	$20M	Buy	423,676 +216,930	+105%	+$8.54M	1.28%	31
2021 Q3	$6.81M	Sell	206,746 -188,287	-48%	-$10.6M	0.42%	73
2021 Q2	$25M	Buy	395,033 +15,638	+4%	+$807K	1.27%	28
2021 Q1	$16.3M	Buy	+379,395	New	+$18M	1.08%	36

Other funds holding APLS

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s APLS Position: Q2 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 71,180 shares — an estimated $4.7M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in APLS in Q1 2021 and held it in 9 quarters. The position peaked at $25M in Q2 2021. 316 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

Lombard Odier Asset Management (Switzerland) reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 71,180 Apellis Pharmaceuticals shares in Q2 2023, an estimated $4.7M.
Lombard Odier Asset Management (Switzerland) first reported a position in Apellis Pharmaceuticals in Q1 2021 and held it in 9 quarters.
Lombard Odier Asset Management (Switzerland)'s Apellis Pharmaceuticals position peaked at $25M in Q2 2021.
316 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 14 Aug 2023.