TLP
APLS

Tri Locum Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Tri Locum Partners’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 		– Sell
-77,048
Closed -$5.08M – 64
2023
Q1 		$5.08M Sell
77,048
-144,849
-65% -$8.36M 1.55% 23
2022
Q4 		$11.5M Buy
+221,897
New +$11.8M 4.64% 8
2022
Q1 		– Sell
-318,269
Closed -$15M – 41
2021
Q4 		$15M Buy
+318,269
New +$12.5M 5.92% 6
2021
Q1 		– Sell
-121,409
Closed -$6.95M – 37
2020
Q4 		$6.95M Buy
+121,409
New +$5.14M 2.52% 14

Other funds holding APLS

ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tri Locum Partners's APLS Position: Q2 2023 in Review

Tri Locum Partners sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 77,048 shares — an estimated $5.08M sold.

Tri Locum Partners first reported a position in APLS in Q4 2020 and held it in 4 quarters. The position peaked at $15M in Q4 2021. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Tri Locum Partners reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Tri Locum Partners sold 77,048 Apellis Pharmaceuticals shares in Q2 2023, an estimated $5.08M.
  • Tri Locum Partners first reported a position in Apellis Pharmaceuticals in Q4 2020 and held it in 4 quarters.
  • Tri Locum Partners's Apellis Pharmaceuticals position peaked at $15M in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Tri Locum Partners's 13F filing for Q2 2023, filed 14 Aug 2023.