PI
APLS

Putnam Investments’s Apellis Pharmaceuticals APLS Stock Holding History

Putnam Investments’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
Q3 		– Sell
-65,918
Closed -$6.01M – 1141
2023
Q2 		$6.01M Sell
65,918
-30,301
-31% -$2.61M 0.01% 416
2023
Q1 		$6.35M Sell
96,219
-1,341
-1% -$77.4K 0.01% 398
2022
Q4 		$5.04M Sell
97,560
-8,243
-8% -$437K 0.01% 437
2022
Q3 		$7.23M Buy
+105,803
New +$6.26M 0.01% 350

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments's APLS Position: Q3 2023 in Review

Putnam Investments sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 65,918 shares — an estimated $6.01M sold.

Putnam Investments first reported a position in APLS in Q3 2022 and held it in 4 quarters. The position peaked at $7.23M in Q3 2022. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

  • Putnam Investments reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Putnam Investments sold 65,918 Apellis Pharmaceuticals shares in Q3 2023, an estimated $6.01M.
  • Putnam Investments first reported a position in Apellis Pharmaceuticals in Q3 2022 and held it in 4 quarters.
  • Putnam Investments's Apellis Pharmaceuticals position peaked at $7.23M in Q3 2022.
  • 256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on Putnam Investments's 13F filing for Q3 2023, filed 14 Nov 2023.