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Congress Asset Management’s United Therapeutics UTHR Stock Holding History

Congress Asset 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
2014
Q2 		– Sell
-232,318
Closed -$21.8M – 247
2014
Q1 		$21.8M Buy
232,318
+75,041
+48% +$7.67M 0.55% 51
2013
Q4 		$17.8M Sell
157,277
-46,888
-23% -$4.23M 0.47% 44
2013
Q3 		$16.1M Buy
204,165
+6,397
+3% +$468K 0.45% 52
2013
Q2 		$13M Buy
+197,768
New +$12.7M 0.39% 59

Other funds holding UTHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Congress Asset Management's UTHR Position: Q2 2014 in Review

Congress Asset Management sold out of United Therapeutics (UTHR) in Q2 2014, closing a stake of 232,318 shares — an estimated $21.8M sold.

Congress Asset Management first reported a position in UTHR in Q2 2013 and held it in 4 quarters. The position peaked at $21.8M in Q1 2014. 303 funds tracked by Wall St. Rank hold UTHR as of Q2 2014.

  • Congress Asset Management reported no remaining United Therapeutics position as of Q2 2014 after selling out during the quarter.
  • Congress Asset Management sold 232,318 United Therapeutics shares in Q2 2014, an estimated $21.8M.
  • Congress Asset Management first reported a position in United Therapeutics in Q2 2013 and held it in 4 quarters.
  • Congress Asset Management's United Therapeutics position peaked at $21.8M in Q1 2014.
  • 303 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2014.

Based on Congress Asset Management's 13F filing for Q2 2014, filed 12 Aug 2014.