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Avalon Investment & Advisory’s United Therapeutics UTHR Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-775
Closed -$216K – 330
2022
Q4 		$216K Buy
+775
New +$196K 0.01% 304

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Avalon Investment & Advisory's UTHR Position: Q1 2023 in Review

Avalon Investment & Advisory sold out of United Therapeutics (UTHR) in Q1 2023, closing a stake of 775 shares — an estimated $216K sold.

Avalon Investment & Advisory first reported a position in UTHR in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 505 funds tracked by Wall St. Rank hold UTHR as of Q1 2023.

  • Avalon Investment & Advisory reported no remaining United Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Avalon Investment & Advisory sold 775 United Therapeutics shares in Q1 2023, an estimated $216K.
  • Avalon Investment & Advisory first reported a position in United Therapeutics in Q4 2022 and held it in 1 quarter.
  • Avalon Investment & Advisory's United Therapeutics position peaked at $216K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.