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HL Financial Services’s United Therapeutics UTHR Stock Holding History

HL Financial Services’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
2019
Q1 		$200K Sell
1,701
-152
-8% -$17.7K ﹤0.01% 709
2018
Q4 		$202K Sell
1,853
-1,471
-44% -$171K ﹤0.01% 690
2018
Q3 		$425K Buy
3,324
+613
+23% +$75.8K 0.01% 573
2018
Q2 		$307K Buy
2,711
+658
+32% +$72.3K 0.01% 574
2018
Q1 		$231K Buy
2,053
+589
+40% +$74.8K ﹤0.01% 647
2017
Q4 		$217K Buy
+1,464
New +$186K ﹤0.01% 572
2017
Q1 		– Sell
-3,535
Closed -$507K – 697
2016
Q4 		$507K Sell
3,535
-385
-10% -$49.2K 0.01% 439
2016
Q3 		$463K Sell
3,920
-80
-2% -$9.61K 0.01% 439
2016
Q2 		$424K Buy
4,000
+104
+3% +$11.6K 0.01% 465
2016
Q1 		$434K Buy
3,896
+80
+2% +$10.1K 0.01% 458
2015
Q4 		$598K Buy
3,816
+160
+4% +$23.3K 0.02% 406
2015
Q3 		$480K Sell
3,656
-61
-2% -$9.78K 0.01% 433
2015
Q2 		$647K Buy
3,717
+7
+0.2% +$1.26K 0.02% 403
2015
Q1 		$640K Sell
3,710
-14
-0.4% -$2.13K 0.02% 404
2014
Q4 		$482K Sell
3,724
-119
-3% -$15.3K 0.01% 448
2014
Q3 		$494K Buy
+3,843
New +$396K 0.01% 417

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
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
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
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HL Financial Services's UTHR Position: Q1 2019 in Review

HL Financial Services reduced its United Therapeutics (UTHR) stake by 8.2% in Q1 2019, selling an estimated $17.7K and leaving 1,701 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

HL Financial Services first reported a position in UTHR in Q3 2014 and has held it in 16 quarters since. The position peaked at $647K in Q2 2015. 378 funds tracked by Wall St. Rank hold UTHR as of Q1 2019.

  • HL Financial Services held 1,701 shares of United Therapeutics worth $200K as of Q1 2019.
  • HL Financial Services sold 152 United Therapeutics shares in Q1 2019, an estimated $17.7K.
  • United Therapeutics made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #709 holding.
  • HL Financial Services first reported a position in United Therapeutics in Q3 2014 and has held it in 16 quarters since.
  • HL Financial Services's United Therapeutics position peaked at $647K in Q2 2015.
  • 378 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.