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First Trust Direct Indexing’s United Therapeutics UTHR Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-2,669
Closed -$956K – 881
2024
Q3 		$956K Buy
2,669
+309
+13% +$104K 0.05% 358
2024
Q2 		$752K Buy
2,360
+253
+12% +$67K 0.05% 385
2024
Q1 		$484K Buy
2,107
+580
+38% +$131K 0.04% 478
2023
Q4 		$336K Buy
1,527
+187
+14% +$43.1K 0.03% 551
2023
Q3 		$303K Sell
1,340
-779
-37% -$179K 0.03% 512
2023
Q2 		$468K Buy
2,119
+515
+32% +$114K 0.05% 431
2023
Q1 		$359K Buy
1,604
+239
+18% +$58.9K 0.04% 489
2022
Q4 		$380K Sell
1,365
-184
-12% -$46.5K 0.05% 449
2022
Q3 		$324K Buy
1,549
+37
+2% +$8.27K 0.05% 444
2022
Q2 		$356K Buy
1,512
+134
+10% +$27.2K 0.05% 421
2022
Q1 		$247K Buy
1,378
+114
+9% +$21.7K 0.03% 561
2021
Q4 		$273K Sell
1,264
-13
-1% -$2.55K 0.04% 519
2021
Q3 		$236K Buy
1,277
+76
+6% +$15K 0.03% 547
2021
Q2 		$215K Buy
+1,201
New +$229K 0.03% 539
2021
Q1 		– Sell
-887
Closed -$135K – 968
2020
Q4 		$135K Buy
+887
New +$116K 0.04% 429

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Direct Indexing's UTHR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of United Therapeutics (UTHR) in Q4 2024, closing a stake of 2,669 shares — an estimated $956K sold.

First Trust Direct Indexing first reported a position in UTHR in Q4 2020 and held it in 15 quarters. The position peaked at $956K in Q3 2024. 673 funds tracked by Wall St. Rank hold UTHR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining United Therapeutics position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,669 United Therapeutics shares in Q4 2024, an estimated $956K.
  • First Trust Direct Indexing first reported a position in United Therapeutics in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's United Therapeutics position peaked at $956K in Q3 2024.
  • 673 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.