Echo Street Capital Management’s United Therapeutics UTHR Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-1,264	Closed	-$286K	–	407
2023 Q3	$286K	Buy	+1,264	New	+$291K	﹤0.01%	382
2023 Q2	–	Sell	-4,740	Closed	-$1.06M	–	607
2023 Q1	$1.06M	Buy	+4,740	New	+$1.17M	0.01%	120
2022 Q4	–	Sell	-2,604	Closed	-$545K	–	660
2022 Q3	$545K	Buy	+2,604	New	+$582K	0.01%	253
2022 Q2	–	Sell	-5,149	Closed	-$924K	–	726
2022 Q1	$924K	Buy	+5,149	New	+$981K	0.01%	251
2021 Q4	–	Sell	-7,672	Closed	-$1.42M	–	754
2021 Q3	$1.42M	Buy	7,672 +1,358	+22%	+$267K	0.01%	189
2021 Q2	$1.13M	Buy	+6,314	New	+$1.2M	0.01%	190
2021 Q1	–	Sell	-3,518	Closed	-$534K	–	607
2020 Q4	$534K	Buy	+3,518	New	+$462K	0.01%	250
2020 Q3	–	Sell	-5,778	Closed	-$699K	–	360
2020 Q2	$699K	Buy	+5,778	New	+$650K	0.01%	311

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Echo Street Capital Management's UTHR Position: Q4 2023 in Review

Echo Street Capital Management sold out of United Therapeutics (UTHR) in Q4 2023, closing a stake of 1,264 shares — an estimated $286K sold.

Echo Street Capital Management first reported a position in UTHR in Q2 2020 and held it in 8 quarters. The position peaked at $1.42M in Q3 2021. 535 funds tracked by Wall St. Rank hold UTHR as of Q4 2023.

Echo Street Capital Management reported no remaining United Therapeutics position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,264 United Therapeutics shares in Q4 2023, an estimated $286K.
Echo Street Capital Management first reported a position in United Therapeutics in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's United Therapeutics position peaked at $1.42M in Q3 2021.
535 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.