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CSat Investment Advisory’s United Therapeutics UTHR Stock Holding History

CSat Investment Advisory’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
Q1 		$865K Sell
5,173
-172
-3% -$28.7K 0.73% 59
2020
Q4 		$811K Sell
5,345
-1,903
-26% -$250K 0.75% 40
2020
Q3 		$732K Buy
7,248
+6,896
+1,959% +$757K 0.07% 139
2020
Q2 		$43K Buy
352
+234
+198% +$26.3K 0.01% 692
2020
Q1 		$11K Buy
118
+22
+23% +$2.09K ﹤0.01% 896
2019
Q4 		$8K Buy
96
+12
+14% +$1.06K ﹤0.01% 1036
2019
Q3 		$7K Buy
84
+12
+17% +$966 ﹤0.01% 1015
2019
Q2 		$6K Buy
+72
New +$6.73K ﹤0.01% 1036

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CSat Investment Advisory's UTHR Position: Q1 2021 in Review

CSat Investment Advisory reduced its United Therapeutics (UTHR) stake by 3.2% in Q1 2021, selling an estimated $28.7K and leaving 5,173 shares worth $865K. The position accounts for 0.73% of the portfolio, ranked #59.

CSat Investment Advisory first reported a position in UTHR in Q2 2019 and has held it in 8 quarters since. 392 funds tracked by Wall St. Rank hold UTHR as of Q1 2021.

  • CSat Investment Advisory held 5,173 shares of United Therapeutics worth $865K as of Q1 2021.
  • CSat Investment Advisory sold 172 United Therapeutics shares in Q1 2021, an estimated $28.7K.
  • United Therapeutics made up 0.73% of CSat Investment Advisory's portfolio in Q1 2021, its #59 holding.
  • CSat Investment Advisory first reported a position in United Therapeutics in Q2 2019 and has held it in 8 quarters since.
  • 392 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.