ACRS β€” ACLARIS THERAPEUTICS INC

Ownership history in Engineers Gate Manager LP  Β·  14 quarters on record

This page tracks every 13F SEC filing in which Engineers Gate Manager LP reported a position in ACLARIS THERAPEUTICS INC (ACRS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2021 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

Engineers Gate Manager LP Γ— ACRS AI Analytics

πŸ“ˆ Engineers Gate Manager LP outperformed the S&P 500 by +44.3% annually on this ACRS position. Timing score: 46% (6/13 decisions correct). Average cost basis: $4.14. Maximum drawdown during holding period: –95.8%.

πŸ“ˆ Position Alpha vs SPY
+44.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 44.3% per year on this position.
13 quarters analyzed

⏱️ Timing Score
46%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct

πŸ’° Entry Quality
$4.14
-54.1% vs current ($1.90)

Best entry: $1.05 (2023 Q4)  Β·  Worst: $25.20 (2021 Q1)

πŸ›‘οΈ Drawdown Resilience
–95.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

9 adds Β· 5 trims. Bought during 5 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ACRS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 17,844 +255 +1.4% 0.00% $34K $1.90
2025 Q2 REDUCED 17,589 -22,653 -56.3% 0.00% $25K $1.42
2025 Q1 REDUCED 40,242 -53,305 -57.0% 0.00% $62K $1.53
2024 Q4 ADDED 93,547 +54,753 +141.1% 0.00% $232K $2.48
2024 Q3 REDUCED 38,794 -21,742 -35.9% 0.00% $45K $1.15
2024 Q2 ADDED 60,536 +3,398 +5.9% 0.00% $67K $1.10
2024 Q1 REDUCED 57,138 -22,651 -28.4% 0.00% $71K $1.24
2023 Q4 ADDED 79,789 +54,319 +213.3% 0.00% $84K $1.05
2023 Q3 ADDED 25,470 +3,745 +17.2% 0.01% $174K $6.85
2023 Q1 REDUCED 21,725 -5,728 -20.9% 0.01% $176K $8.09
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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