Tekla Capital Management’s Apellis Pharmaceuticals APLS Stock Holding History

Tekla Capital 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	$15.8M	Buy	173,248 +38,124	+28%	+$3.29M	0.62%	43
2023 Q1	$8.91M	Buy	135,124 +68,698	+103%	+$3.96M	0.34%	61
2022 Q4	$3.43M	Sell	66,426 -199,650	-75%	-$10.6M	0.13%	89
2022 Q3	$18.2M	Sell	266,076 -46,116	-15%	-$2.73M	0.74%	38
2022 Q2	$14.1M	Buy	312,192 +116,372	+59%	+$5.31M	0.55%	52
2022 Q1	$9.95M	Hold	195,820	–	–	0.35%	61
2021 Q4	$9.26M	Hold	195,820	–	–	0.3%	74
2021 Q3	$6.45M	Buy	195,820 +43,282	+28%	+$2.43M	0.21%	94
2021 Q2	$9.64M	Hold	152,538	–	–	0.31%	83
2021 Q1	$6.54M	Sell	152,538 -63,479	-29%	-$3M	0.23%	103
2020 Q4	$12.4M	Hold	216,017	–	–	0.43%	68
2020 Q3	$6.52M	Buy	216,017 +42,523	+25%	+$1.27M	0.24%	90
2020 Q2	$5.67M	Hold	173,494	–	–	0.22%	93
2020 Q1	$4.65M	Buy	173,494 +42,495	+32%	+$1.51M	0.21%	90
2019 Q4	$4.01M	Buy	130,999 +32,215	+33%	+$892K	0.15%	125
2019 Q3	$2.38M	Buy	+98,784	New	+$2.72M	0.1%	129

Other funds holding APLS

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tekla Capital Management's APLS Position: Q2 2023 in Review

Tekla Capital Management increased its Apellis Pharmaceuticals (APLS) stake by 28% in Q2 2023, buying an estimated $3.29M and bringing the position to 173,248 shares worth $15.8M. The position accounts for 0.62% of the portfolio, ranked #43.

Tekla Capital Management first reported a position in APLS in Q3 2019 and has held it in 16 quarters since. The position peaked at $18.2M in Q3 2022. 316 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

Tekla Capital Management held 173,248 shares of Apellis Pharmaceuticals worth $15.8M as of Q2 2023.
Tekla Capital Management bought 38,124 Apellis Pharmaceuticals shares in Q2 2023, an estimated $3.29M.
Apellis Pharmaceuticals made up 0.62% of Tekla Capital Management's portfolio in Q2 2023, its #43 holding.
Tekla Capital Management first reported a position in Apellis Pharmaceuticals in Q3 2019 and has held it in 16 quarters since.
Tekla Capital Management's Apellis Pharmaceuticals position peaked at $18.2M in Q3 2022.
316 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

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