EWM
UTHR icon

EPG Wealth Management’s United Therapeutics UTHR Stock Holding History

EPG 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
2020
Q2 		– Sell
-40
Closed -$4K – 730
2020
Q1 		$4K Hold
40
– – ﹤0.01% 639
2019
Q4 		$4K Buy
+40
New +$3.52K ﹤0.01% 554

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EPG Wealth Management's UTHR Position: Q2 2020 in Review

EPG Wealth Management sold out of United Therapeutics (UTHR) in Q2 2020, closing a stake of 40 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in UTHR in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 349 funds tracked by Wall St. Rank hold UTHR as of Q2 2020.

  • EPG Wealth Management reported no remaining United Therapeutics position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 40 United Therapeutics shares in Q2 2020, an estimated $4K.
  • EPG Wealth Management first reported a position in United Therapeutics in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's United Therapeutics position peaked at $4K in Q1 2020.
  • 349 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.