MIM
APLS

Monashee Investment Management’s Apellis Pharmaceuticals APLS Stock Holding History

Monashee Investment Management’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
-21,259
Closed -$1.4M – 70
2023
Q1 		$1.4M Buy
+21,259
New +$1.23M 0.39% 41
2022
Q2 		– Sell
-24,555
Closed -$1.25M – 28
2022
Q1 		$1.25M Buy
+24,555
New +$1.08M 0.36% 25
2019
Q2 		– Sell
-43,700
Closed -$852K – 163
2019
Q1 		$852K Buy
+43,700
New +$687K 0.2% 97

Other funds holding APLS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Monashee Investment Management's APLS Position: Q2 2023 in Review

Monashee Investment Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 21,259 shares — an estimated $1.4M sold.

Monashee Investment Management first reported a position in APLS in Q1 2019 and held it in 3 quarters. The position peaked at $1.4M in Q1 2023. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Monashee Investment Management reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Monashee Investment Management sold 21,259 Apellis Pharmaceuticals shares in Q2 2023, an estimated $1.4M.
  • Monashee Investment Management first reported a position in Apellis Pharmaceuticals in Q1 2019 and held it in 3 quarters.
  • Monashee Investment Management's Apellis Pharmaceuticals position peaked at $1.4M in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Monashee Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.