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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 – 1567
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 – 1342
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
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 $3.37T 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

Ellevest Inc's UTHR Position: Q2 2023 in Review

Ellevest Inc sold out of United Therapeutics (UTHR) in Q2 2023, closing a stake of 97 shares — an estimated $21.7K sold.

Ellevest Inc first reported a position in UTHR in Q4 2019 and held it in 12 quarters. The position peaked at $21.7K in Q1 2023. 473 funds tracked by Wall St. Rank hold UTHR as of Q2 2023.

  • Ellevest Inc reported no remaining United Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 97 United Therapeutics shares in Q2 2023, an estimated $21.7K.
  • Ellevest Inc first reported a position in United Therapeutics in Q4 2019 and held it in 12 quarters.
  • Ellevest Inc's United Therapeutics position peaked at $21.7K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.