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Bartlett & Co’s United Therapeutics UTHR Stock Holding History

Bartlett & Co’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
Q4 		$4K Hold
16
– – ﹤0.01% 1109
2023
Q3 		$4K Hold
16
– – ﹤0.01% 1027
2023
Q2 		$4K Hold
16
– – ﹤0.01% 1021
2023
Q1 		$4K Hold
16
– – ﹤0.01% 938
2022
Q4 		$4K Hold
16
– – ﹤0.01% 955
2022
Q3 		$3K Hold
16
– – ﹤0.01% 1012
2022
Q2 		$4K Hold
16
– – ﹤0.01% 1084
2022
Q1 		$3K Buy
+16
New +$3.05K ﹤0.01% 973
2021
Q4 		– Sell
-16
Closed -$3K – 865
2021
Q3 		$3K Hold
16
– – ﹤0.01% 834
2021
Q2 		$3K Hold
16
– – ﹤0.01% 816
2021
Q1 		$3K Hold
16
– – ﹤0.01% 850
2020
Q4 		$2K Buy
+16
New +$2.1K ﹤0.01% 944

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co's UTHR Position: Q4 2023 in Review

Bartlett & Co held its United Therapeutics (UTHR) position steady in Q4 2023 at 16 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Bartlett & Co first reported a position in UTHR in Q4 2020 and has held it in 12 quarters since. 535 funds tracked by Wall St. Rank hold UTHR as of Q4 2023.

  • Bartlett & Co held 16 shares of United Therapeutics worth $4K as of Q4 2023.
  • Bartlett & Co left its United Therapeutics share count unchanged in Q4 2023.
  • United Therapeutics made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1109 holding.
  • Bartlett & Co first reported a position in United Therapeutics in Q4 2020 and has held it in 12 quarters since.
  • 535 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.