Charter Oak Capital Management’s United Therapeutics UTHR Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-105	Closed	-$25K	–	847
2022 Q2	$25K	Hold	105	–	–	﹤0.01%	438
2022 Q1	$19K	Hold	105	–	–	﹤0.01%	529
2021 Q4	$23K	Hold	105	–	–	﹤0.01%	480
2021 Q3	$19K	Hold	105	–	–	﹤0.01%	471
2021 Q2	$19K	Hold	105	–	–	﹤0.01%	471
2021 Q1	$18K	Hold	105	–	–	﹤0.01%	452
2020 Q4	$16K	Buy	+105	New	+$13.8K	﹤0.01%	450

Other funds holding UTHR

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

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

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

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

PAI

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

Charter Oak Capital Management's UTHR Position: Q3 2022 in Review

Charter Oak Capital Management sold out of United Therapeutics (UTHR) in Q3 2022, closing a stake of 105 shares — an estimated $25K sold.

Charter Oak Capital Management first reported a position in UTHR in Q4 2020 and held it in 7 quarters. The position peaked at $25K in Q2 2022. 459 funds tracked by Wall St. Rank hold UTHR as of Q3 2022.

Charter Oak Capital Management reported no remaining United Therapeutics position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 105 United Therapeutics shares in Q3 2022, an estimated $25K.
Charter Oak Capital Management first reported a position in United Therapeutics in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's United Therapeutics position peaked at $25K in Q2 2022.
459 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.