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Advisor Partners II’s United Therapeutics UTHR Stock Holding History

Advisor Partners II’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$302K Buy
1,339
+96
+8% +$22.1K 0.01% 951
2023
Q2 		$274K Buy
1,243
+34
+3% +$7.53K 0.01% 841
2023
Q1 		$271K Buy
1,209
+32
+3% +$7.89K 0.01% 787
2022
Q4 		$327K Buy
+1,177
New +$297K 0.02% 657

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Advisor Partners II's UTHR Position: Q3 2023 in Review

Advisor Partners II increased its United Therapeutics (UTHR) stake by 7.7% in Q3 2023, buying an estimated $22.1K and bringing the position to 1,339 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #951.

Advisor Partners II first reported a position in UTHR in Q4 2022 and has held it in 4 quarters since. The position peaked at $327K in Q4 2022. 508 funds tracked by Wall St. Rank hold UTHR as of Q3 2023.

  • Advisor Partners II held 1,339 shares of United Therapeutics worth $302K as of Q3 2023.
  • Advisor Partners II bought 96 United Therapeutics shares in Q3 2023, an estimated $22.1K.
  • United Therapeutics made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #951 holding.
  • Advisor Partners II first reported a position in United Therapeutics in Q4 2022 and has held it in 4 quarters since.
  • Advisor Partners II's United Therapeutics position peaked at $327K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.