Loomis, Sayles & Company
APLS

Loomis, Sayles & Company’s Apellis Pharmaceuticals APLS Stock Holding History

Loomis, Sayles & Company’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
2024
Q1 		– Sell
-115
Closed -$7K – 714
2023
Q4 		$7K Buy
+115
New +$5.83K ﹤0.01% 836

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company's APLS Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Apellis Pharmaceuticals (APLS) in Q1 2024, closing a stake of 115 shares — an estimated $7K sold.

Loomis, Sayles & Company first reported a position in APLS in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 302 funds tracked by Wall St. Rank hold APLS as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Apellis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 115 Apellis Pharmaceuticals shares in Q1 2024, an estimated $7K.
  • Loomis, Sayles & Company first reported a position in Apellis Pharmaceuticals in Q4 2023 and held it in 1 quarter.
  • Loomis, Sayles & Company's Apellis Pharmaceuticals position peaked at $7K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.