Redmile Group’s Alexion Pharmaceuticals ALXN Stock Holding History

Redmile Group’s Portfolio ALXN Stock Details ALXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,162,200	Closed	-$114M	–	83
2019 Q3	$114M	Buy	+1,162,200	New	+$131M	3.81%	8
2018 Q3	–	Sell	-489,300	Closed	-$60.7M	–	100
2018 Q2	$60.7M	Buy	489,300 +84,500	+21%	+$9.88M	2.06%	16
2018 Q1	$45.1M	Buy	+404,800	New	+$48.4M	1.74%	23
2016 Q4	–	Sell	-45,410	Closed	-$5.57M	–	61
2016 Q3	$5.57M	Sell	45,410 -156,990	-78%	-$20.2M	0.44%	36
2016 Q2	$23.6M	Buy	+202,400	New	+$28.7M	2.26%	20
2015 Q2	–	Sell	-1,390	Closed	-$241K	–	65
2015 Q1	$241K	Hold	1,390	–	–	0.02%	53
2014 Q4	$257K	Buy	+1,390	New	+$258K	0.03%	53
2013 Q3	–	Sell	-38,700	Closed	-$3.57M	–	64
2013 Q2	$3.57M	Buy	+38,700	New	+$3.73M	0.63%	38

Other funds holding ALXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Redmile Group's ALXN Position: Q4 2019 in Review

Redmile Group sold out of Alexion Pharmaceuticals (ALXN) in Q4 2019, closing a stake of 1,162,200 shares — an estimated $114M sold.

Redmile Group first reported a position in ALXN in Q2 2013 and held it in 8 quarters. The position peaked at $114M in Q3 2019. 667 funds tracked by Wall St. Rank hold ALXN as of Q4 2019.

Redmile Group reported no remaining Alexion Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
Redmile Group sold 1,162,200 Alexion Pharmaceuticals shares in Q4 2019, an estimated $114M.
Redmile Group first reported a position in Alexion Pharmaceuticals in Q2 2013 and held it in 8 quarters.
Redmile Group's Alexion Pharmaceuticals position peaked at $114M in Q3 2019.
667 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q4 2019.

Based on Redmile Group's 13F filing for Q4 2019, filed 14 Feb 2020.