UID
APLS

Union Investments & Development’s Apellis Pharmaceuticals APLS Stock Holding History

Union Investments & Development’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
-3,000
Closed -$198K – 51
2023
Q1 		$198K Hold
3,000
– – 0.11% 20
2022
Q4 		$158K Hold
3,000
– – 0.09% 25
2022
Q3 		$205K Hold
3,000
– – 0.09% 20
2022
Q2 		$136K Hold
3,000
– – 0.06% 25
2022
Q1 		$152K Hold
3,000
– – 0.05% 27
2021
Q4 		$142K Buy
+3,000
New +$118K 0.05% 22

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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 $904M AUM 737.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Union Investments & Development's APLS Position: Q2 2023 in Review

Union Investments & Development sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 3,000 shares — an estimated $198K sold.

Union Investments & Development first reported a position in APLS in Q4 2021 and held it in 6 quarters. The position peaked at $205K in Q3 2022. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Union Investments & Development reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Union Investments & Development sold 3,000 Apellis Pharmaceuticals shares in Q2 2023, an estimated $198K.
  • Union Investments & Development first reported a position in Apellis Pharmaceuticals in Q4 2021 and held it in 6 quarters.
  • Union Investments & Development's Apellis Pharmaceuticals position peaked at $205K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Union Investments & Development's 13F filing for Q2 2023, filed 14 Aug 2023.