Ellevest Inc’s United Therapeutics UTHR Stock Holding History

Ellevest Inc’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	-97	Closed	-$21.7K	–	1582
2023 Q1	$21.7K	Buy	97 +41	+73%	+$10.1K	﹤0.01%	825
2022 Q4	$15.6K	Buy	56 +2	+4%	+$505	﹤0.01%	928
2022 Q3	$11K	Buy	54 +16	+42%	+$3.58K	﹤0.01%	978
2022 Q2	$9K	Hold	38	–	–	﹤0.01%	916
2022 Q1	$7K	Sell	38 -24	-39%	-$4.57K	﹤0.01%	962
2021 Q4	$13K	Buy	62 +2	+3%	+$393	﹤0.01%	804
2021 Q3	$11K	Sell	60 -31	-34%	-$6.11K	﹤0.01%	808
2021 Q2	$16K	Sell	91 -28	-24%	-$5.33K	﹤0.01%	681
2021 Q1	$20K	Buy	119 +46	+63%	+$7.67K	﹤0.01%	662
2020 Q4	$11K	Buy	+73	New	+$9.58K	﹤0.01%	737
2020 Q2	–	Sell	-22	Closed	-$2K	–	1361
2020 Q1	$2K	Buy	22 +8	+57%	+$760	﹤0.01%	798
2019 Q4	$1K	Buy	+14	New	+$1.23K	﹤0.01%	886

Other funds holding UTHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Renaissance Technologies

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

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

Geode Capital Management

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

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return