Sippican Capital Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Sippican Capital Advisors’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
2025 Q1	–	Sell	-20,753	Closed	-$662K	–	110
2024 Q4	$662K	Sell	20,753 -9,560	-32%	-$287K	0.48%	67
2024 Q3	$874K	Buy	30,313 +7,135	+31%	+$264K	0.61%	57
2024 Q2	$889K	Buy	23,178 +7,249	+46%	+$328K	0.7%	52
2024 Q1	$936K	Sell	15,929 -75	-0.5%	-$4.78K	0.73%	53
2023 Q4	$958K	Buy	16,004 +170	+1%	+$8.62K	0.75%	51
2023 Q3	$602K	Buy	15,834 +6,930	+78%	+$304K	0.54%	63
2023 Q2	$811K	Sell	8,904 -2,265	-20%	-$195K	0.75%	55
2023 Q1	$737K	Buy	+11,169	New	+$644K	0.7%	55
2021 Q4	–	Sell	-6,513	Closed	-$215K	–	110
2021 Q3	$215K	Buy	+6,513	New	+$366K	0.19%	108

Other funds holding APLS

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sippican Capital Advisors's APLS Position: Q1 2025 in Review

Sippican Capital Advisors sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 20,753 shares — an estimated $662K sold.

Sippican Capital Advisors first reported a position in APLS in Q3 2021 and held it in 9 quarters. The position peaked at $958K in Q4 2023. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

Sippican Capital Advisors reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
Sippican Capital Advisors sold 20,753 Apellis Pharmaceuticals shares in Q1 2025, an estimated $662K.
Sippican Capital Advisors first reported a position in Apellis Pharmaceuticals in Q3 2021 and held it in 9 quarters.
Sippican Capital Advisors's Apellis Pharmaceuticals position peaked at $958K in Q4 2023.
255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on Sippican Capital Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.