EAM
UTHR icon

EFG Asset Management’s United Therapeutics UTHR Stock Holding History

EFG 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
2023
Q2 		– Sell
-9,831
Closed -$2.2M – 200
2023
Q1 		$2.2M Sell
9,831
-833
-8% -$205K 0.49% 68
2022
Q4 		$2.94M Sell
10,664
-1,787
-14% -$451K 0.66% 55
2022
Q3 		$2.61M Buy
12,451
+746
+6% +$167K 0.6% 55
2022
Q2 		$2.76M Buy
+11,705
New +$2.38M 0.58% 59

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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

EFG Asset Management's UTHR Position: Q2 2023 in Review

EFG Asset Management sold out of United Therapeutics (UTHR) in Q2 2023, closing a stake of 9,831 shares — an estimated $2.2M sold.

EFG Asset Management first reported a position in UTHR in Q2 2022 and held it in 4 quarters. The position peaked at $2.94M in Q4 2022. 473 funds tracked by Wall St. Rank hold UTHR as of Q2 2023.

  • EFG Asset Management reported no remaining United Therapeutics position as of Q2 2023 after selling out during the quarter.
  • EFG Asset Management sold 9,831 United Therapeutics shares in Q2 2023, an estimated $2.2M.
  • EFG Asset Management first reported a position in United Therapeutics in Q2 2022 and held it in 4 quarters.
  • EFG Asset Management's United Therapeutics position peaked at $2.94M in Q4 2022.
  • 473 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2023.

Based on EFG Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.