Caldwell Trust’s United Therapeutics UTHR Stock Holding History

Caldwell Trust’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 Q1	–	Sell	-22	Closed	-$1.94K	–	822
2019 Q4	$1.94K	Buy	+22	New	+$1.94K	﹤0.01%	784

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CCM

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Caldwell Trust's UTHR Position: Q1 2020 in Review

Caldwell Trust sold out of United Therapeutics (UTHR) in Q1 2020, closing a stake of 22 shares — an estimated $1.94K sold.

Caldwell Trust first reported a position in UTHR in Q4 2019 and held it in 1 quarter. The position peaked at $1.94K in Q4 2019. 303 funds tracked by Wall St. Rank hold UTHR as of Q1 2020.

Caldwell Trust reported no remaining United Therapeutics position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 22 United Therapeutics shares in Q1 2020, an estimated $1.94K.
Caldwell Trust first reported a position in United Therapeutics in Q4 2019 and held it in 1 quarter.
Caldwell Trust's United Therapeutics position peaked at $1.94K in Q4 2019.
303 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.