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Ferris Capital’s United Therapeutics UTHR Stock Holding History

Ferris Capital’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
Q3 		– Sell
-2,000
Closed -$242K – 176
2020
Q2 		$242K Buy
+2,000
New +$225K 0.09% 146
2019
Q2 		– Sell
-2,000
Closed -$235K – 590
2019
Q1 		$235K Hold
2,000
– – 0.09% 149
2018
Q4 		$218K Hold
2,000
– – 0.1% 139
2018
Q3 		$256K Hold
2,000
– – 0.1% 136
2018
Q2 		$226K Hold
2,000
– – 0.1% 134
2018
Q1 		$225K Hold
2,000
– – 0.09% 149
2017
Q4 		$296K Hold
2,000
– – 0.11% 155
2017
Q3 		$234K Hold
2,000
– – 0.12% 132
2017
Q2 		$259K Buy
+2,000
New +$249K 0.12% 125

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ferris Capital's UTHR Position: Q3 2020 in Review

Ferris Capital sold out of United Therapeutics (UTHR) in Q3 2020, closing a stake of 2,000 shares — an estimated $242K sold.

Ferris Capital first reported a position in UTHR in Q2 2017 and held it in 9 quarters. The position peaked at $296K in Q4 2017. 333 funds tracked by Wall St. Rank hold UTHR as of Q3 2020.

  • Ferris Capital reported no remaining United Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Ferris Capital sold 2,000 United Therapeutics shares in Q3 2020, an estimated $242K.
  • Ferris Capital first reported a position in United Therapeutics in Q2 2017 and held it in 9 quarters.
  • Ferris Capital's United Therapeutics position peaked at $296K in Q4 2017.
  • 333 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2020.

Based on Ferris Capital's 13F filing for Q3 2020, filed 10 Nov 2020.