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Berman Capital Advisors’s United Therapeutics UTHR Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$25K Buy
140
+37
+36% +$7.29K ﹤0.01% 913
2021
Q2 		$18K Buy
103
+21
+26% +$4K ﹤0.01% 956
2021
Q1 		$13K Buy
82
+4
+5% +$667 ﹤0.01% 949
2020
Q4 		$11K Buy
78
+11
+16% +$1.44K ﹤0.01% 906
2020
Q3 		$6K Sell
67
-8
-11% -$878 ﹤0.01% 993
2020
Q2 		$8K Buy
75
+17
+29% +$1.91K ﹤0.01% 850
2020
Q1 		$5K Buy
58
+3
+5% +$285 ﹤0.01% 907
2019
Q4 		$4K Hold
55
– – ﹤0.01% 1051
2019
Q3 		$4K Buy
+55
New +$4.43K ﹤0.01% 1030

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's UTHR Position: Q3 2021 in Review

Berman Capital Advisors increased its United Therapeutics (UTHR) stake by 36% in Q3 2021, buying an estimated $7.29K and bringing the position to 140 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Berman Capital Advisors first reported a position in UTHR in Q3 2019 and has held it in 9 quarters since. 426 funds tracked by Wall St. Rank hold UTHR as of Q3 2021.

  • Berman Capital Advisors held 140 shares of United Therapeutics worth $25K as of Q3 2021.
  • Berman Capital Advisors bought 37 United Therapeutics shares in Q3 2021, an estimated $7.29K.
  • United Therapeutics made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #913 holding.
  • Berman Capital Advisors first reported a position in United Therapeutics in Q3 2019 and has held it in 9 quarters since.
  • 426 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.