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Empirical Wealth Management’s United Therapeutics UTHR Stock Holding History

Empirical Wealth 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
2024
Q1 		– Sell
-4,880
Closed -$1.07M – 549
2023
Q4 		$1.07M Buy
+4,880
New +$1.12M 0.04% 234

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Empirical Wealth Management's UTHR Position: Q1 2024 in Review

Empirical Wealth Management sold out of United Therapeutics (UTHR) in Q1 2024, closing a stake of 4,880 shares — an estimated $1.07M sold.

Empirical Wealth Management first reported a position in UTHR in Q4 2023 and held it in 1 quarter. The position peaked at $1.07M in Q4 2023. 525 funds tracked by Wall St. Rank hold UTHR as of Q1 2024.

  • Empirical Wealth Management reported no remaining United Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 4,880 United Therapeutics shares in Q1 2024, an estimated $1.07M.
  • Empirical Wealth Management first reported a position in United Therapeutics in Q4 2023 and held it in 1 quarter.
  • Empirical Wealth Management's United Therapeutics position peaked at $1.07M in Q4 2023.
  • 525 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2024.

Based on Empirical Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.