Vault-13

TWO RDS SHARED TR

APEX HEALTHCARE · CUSIP 90214Q659

1 institutional holders -6 vs Q4 2022
$0reported value*
0 new 0 added 0 reduced 6 sold out net sold ≈ $3.4m (-387.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 7Q4 22: 7Q1 23: 11Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 20227
Q4 20227
Q1 20231

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 22: 4 bought or addedQ4 22: 3 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 6 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202243
Q1 202306

Biggest buyers

None

Biggest sellers

Foundations Investment Advisors, LLC Sold out -282,667-282.7k
Anfield Capital Management, LLC Sold out -63,533-63.5k
PROVENCE WEALTH MANAGEMENT GROUP Sold out -17,478-17.5k
JANE STREET GROUP, LLC Sold out -15,803-15.8k
JPMORGAN CHASE & CO Sold out -7,499-7.5k
UBS Group AG Sold out -811-811

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged