Westfield Capital Management
APLS

Westfield Capital Management’s Apellis Pharmaceuticals APLS Stock Holding History

Westfield 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
Q4 		– Sell
-548,870
Closed -$20.9M – 244
2023
Q3 		$20.9M Sell
548,870
-47,362
-8% -$2.08M 0.14% 168
2023
Q2 		$54.3M Sell
596,232
-196,014
-25% -$16.9M 0.35% 108
2023
Q1 		$52.3M Buy
792,246
+102,769
+15% +$5.93M 0.37% 109
2022
Q4 		$35.7M Buy
+689,477
New +$36.6M 0.28% 124
2020
Q1 		– Sell
-395,490
Closed -$12.1M – 218
2019
Q4 		$12.1M Buy
395,490
+101,589
+35% +$2.81M 0.09% 182
2019
Q3 		$7.08M Sell
293,901
-88,311
-23% -$2.43M 0.06% 196
2019
Q2 		$9.69M Sell
382,212
-349,239
-48% -$7.11M 0.07% 196
2019
Q1 		$14.3M Sell
731,451
-36,425
-5% -$573K 0.11% 191
2018
Q4 		$10.1M Buy
767,876
+155,580
+25% +$2.39M 0.09% 188
2018
Q3 		$10.9M Buy
612,296
+5,340
+0.9% +$98.7K 0.08% 196
2018
Q2 		$13.4M Buy
+606,956
New +$13.9M 0.1% 198

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return

Westfield Capital Management's APLS Position: Q4 2023 in Review

Westfield Capital Management sold out of Apellis Pharmaceuticals (APLS) in Q4 2023, closing a stake of 548,870 shares — an estimated $20.9M sold.

Westfield Capital Management first reported a position in APLS in Q2 2018 and held it in 11 quarters. The position peaked at $54.3M in Q2 2023. 283 funds tracked by Wall St. Rank hold APLS as of Q4 2023.

  • Westfield Capital Management reported no remaining Apellis Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Westfield Capital Management sold 548,870 Apellis Pharmaceuticals shares in Q4 2023, an estimated $20.9M.
  • Westfield Capital Management first reported a position in Apellis Pharmaceuticals in Q2 2018 and held it in 11 quarters.
  • Westfield Capital Management's Apellis Pharmaceuticals position peaked at $54.3M in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2023.

Based on Westfield Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.