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Disciplined Investments’s United Therapeutics UTHR Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-11
Closed -$2.43K – 1474
2023
Q2 		$2.43K Hold
11
– – ﹤0.01% 588
2023
Q1 		$2.46K Sell
11
-2
-15% -$493 ﹤0.01% 593
2022
Q4 		$3.62K Hold
13
– – ﹤0.01% 452
2022
Q3 		$3K Hold
13
– – ﹤0.01% 554
2022
Q2 		$3K Buy
13
+2
+18% +$407 ﹤0.01% 579
2022
Q1 		$2K Buy
+11
New +$2.1K ﹤0.01% 803

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Disciplined Investments's UTHR Position: Q3 2023 in Review

Disciplined Investments sold out of United Therapeutics (UTHR) in Q3 2023, closing a stake of 11 shares — an estimated $2.43K sold.

Disciplined Investments first reported a position in UTHR in Q1 2022 and held it in 6 quarters. The position peaked at $3.62K in Q4 2022. 508 funds tracked by Wall St. Rank hold UTHR as of Q3 2023.

  • Disciplined Investments reported no remaining United Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 United Therapeutics shares in Q3 2023, an estimated $2.43K.
  • Disciplined Investments first reported a position in United Therapeutics in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's United Therapeutics position peaked at $3.62K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.