RG
ARGX icon

Redmile Group’s argenx ARGX Stock Holding History

Redmile Group’s Portfolio ARGX Stock Details ARGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-130,540
Closed -$48.6M – 73
2023
Q1 		$48.6M Sell
130,540
-17,977
-12% -$6.65M 2.11% 16
2022
Q4 		$56.3M Sell
148,517
-131,509
-47% -$49.2M 2.3% 15
2022
Q3 		$98.9M Sell
280,026
-105,792
-27% -$39.2M 3.83% 4
2022
Q2 		$146M Sell
385,818
-130,125
-25% -$41.9M 5.58% 4
2022
Q1 		$163M Sell
515,943
-5,700
-1% -$1.66M 5.08% 3
2021
Q4 		$183M Sell
521,643
-208,939
-29% -$63.6M 4.15% 4
2021
Q3 		$221M Sell
730,582
-59,700
-8% -$18.9M 3.85% 4
2021
Q2 		$238M Sell
790,282
-59,563
-7% -$16.9M 3.52% 4
2021
Q1 		$234M Sell
849,845
-68,462
-7% -$21.6M 3.3% 4
2020
Q4 		$270M Sell
918,307
-70,161
-7% -$19.3M 3.27% 7
2020
Q3 		$259M Sell
988,468
-46,400
-4% -$11.2M 4.76% 4
2020
Q2 		$233M Sell
1,034,868
-47,202
-4% -$8.38M 4.3% 5
2020
Q1 		$143M Sell
1,082,070
-71,162
-6% -$10.4M 4% 6
2019
Q4 		$185M Buy
1,153,232
+72,800
+7% +$9.85M 4.43% 6
2019
Q3 		$123M Buy
1,080,432
+11,600
+1% +$1.57M 4.12% 6
2019
Q2 		$151M Buy
1,068,832
+49,771
+5% +$6.32M 4.28% 4
2019
Q1 		$127M Buy
1,019,061
+58,100
+6% +$6.83M 3.72% 5
2018
Q4 		$92.3M Sell
960,961
-13,545
-1% -$1.2M 3.71% 6
2018
Q3 		$73.9M Buy
974,506
+301,206
+45% +$26.7M 2.27% 13
2018
Q2 		$55.8M Buy
673,300
+434,700
+182% +$38.9M 1.9% 19
2018
Q1 		$19.2M Buy
238,600
+38,600
+19% +$2.92M 0.74% 41
2017
Q4 		$12.6M Buy
+200,000
New +$6.55M 0.55% 49

Other funds holding ARGX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Redmile Group's ARGX Position: Q2 2023 in Review

Redmile Group sold out of argenx (ARGX) in Q2 2023, closing a stake of 130,540 shares — an estimated $48.6M sold.

Redmile Group first reported a position in ARGX in Q4 2017 and held it in 22 quarters. The position peaked at $270M in Q4 2020. 289 funds tracked by Wall St. Rank hold ARGX as of Q2 2023.

  • Redmile Group reported no remaining argenx position as of Q2 2023 after selling out during the quarter.
  • Redmile Group sold 130,540 argenx shares in Q2 2023, an estimated $48.6M.
  • Redmile Group first reported a position in argenx in Q4 2017 and held it in 22 quarters.
  • Redmile Group's argenx position peaked at $270M in Q4 2020.
  • 289 funds tracked by Wall St. Rank held argenx as of Q2 2023.

Based on Redmile Group's 13F filing for Q2 2023, filed 14 Aug 2023.