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Aperio Group’s United Therapeutics UTHR Stock Holding History

Aperio Group’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
2020
Q4 		$7.15M Buy
47,075
+5,288
+13% +$694K 0.02% 681
2020
Q3 		$4.22M Sell
41,787
-3,728
-8% -$409K 0.01% 799
2020
Q2 		$5.51M Buy
45,515
+18,938
+71% +$2.13M 0.02% 700
2020
Q1 		$2.52M Buy
26,577
+3,414
+15% +$324K 0.01% 925
2019
Q4 		$2.04M Buy
23,163
+3,327
+17% +$293K 0.01% 1084
2019
Q3 		$1.58M Sell
19,836
-11,689
-37% -$941K 0.01% 1161
2019
Q2 		$2.46M Sell
31,525
-56,276
-64% -$5.26M 0.01% 969
2019
Q1 		$10.3M Buy
87,801
+8,279
+10% +$965K 0.04% 451
2018
Q4 		$8.66M Sell
79,522
-33,633
-30% -$3.9M 0.04% 454
2018
Q3 		$14.5M Buy
113,155
+23,489
+26% +$2.91M 0.06% 337
2018
Q2 		$10.1M Buy
89,666
+42,323
+89% +$4.65M 0.05% 433
2018
Q1 		$5.32M Sell
47,343
-18,532
-28% -$2.35M 0.03% 626
2017
Q4 		$9.75M Buy
65,875
+5,305
+9% +$674K 0.05% 424
2017
Q3 		$7.1M Sell
60,570
-2,096
-3% -$268K 0.04% 486
2017
Q2 		$8.13M Sell
62,666
-8,136
-11% -$1.01M 0.05% 432
2017
Q1 		$9.59M Buy
70,802
+19,603
+38% +$2.97M 0.07% 350
2016
Q4 		$7.34M Buy
51,199
+16,888
+49% +$2.16M 0.06% 393
2016
Q3 		$4.05M Buy
34,311
+14,102
+70% +$1.69M 0.03% 603
2016
Q2 		$2.14M Sell
20,209
-292
-1% -$32.6K 0.02% 779
2016
Q1 		$2.29M Buy
20,501
+8,422
+70% +$1.07M 0.02% 731
2015
Q4 		$1.89M Buy
12,079
+3,874
+47% +$564K 0.02% 773
2015
Q3 		$1.08M Buy
8,205
+1,308
+19% +$210K 0.01% 944
2015
Q2 		$1.2M Buy
6,897
+1,121
+19% +$202K 0.01% 897
2015
Q1 		$996K Buy
5,776
+230
+4% +$35.1K 0.01% 942
2014
Q4 		$718K Buy
5,546
+209
+4% +$26.9K 0.01% 1043
2014
Q3 		$687K Sell
5,337
-107
-2% -$11K 0.01% 992
2014
Q2 		$482K Buy
5,444
+1,102
+25% +$106K 0.01% 1144
2014
Q1 		$408K Buy
+4,342
New +$444K 0.01% 1432
2013
Q4 		– Sell
-3,835
Closed -$346K – 1338
2013
Q3 		$302K Buy
+3,835
New +$280K 0.01% 1416

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Aperio Group's UTHR Position: Q4 2020 in Review

Aperio Group increased its United Therapeutics (UTHR) stake by 13% in Q4 2020, buying an estimated $694K and bringing the position to 47,075 shares worth $7.15M. The position accounts for 0.02% of the portfolio, ranked #681.

Aperio Group first reported a position in UTHR in Q3 2013 and has held it in 29 quarters since. The position peaked at $14.5M in Q3 2018. 356 funds tracked by Wall St. Rank hold UTHR as of Q4 2020.

  • Aperio Group held 47,075 shares of United Therapeutics worth $7.15M as of Q4 2020.
  • Aperio Group bought 5,288 United Therapeutics shares in Q4 2020, an estimated $694K.
  • United Therapeutics made up 0.02% of Aperio Group's portfolio in Q4 2020, its #681 holding.
  • Aperio Group first reported a position in United Therapeutics in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's United Therapeutics position peaked at $14.5M in Q3 2018.
  • 356 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.