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Janiczek Wealth Management’s United Therapeutics UTHR Stock Holding History

Janiczek 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
Q2 		$151K Sell
475
-7
-1% -$1.85K 0.03% 224
2024
Q1 		$111K Buy
482
+84
+21% +$19K 0.02% 270
2023
Q4 		$87.5K Sell
398
-3
-0.7% -$691 0.02% 287
2023
Q3 		$90.6K Sell
401
-10
-2% -$2.3K 0.02% 260
2023
Q2 		$90.7K Buy
411
+35
+9% +$7.75K 0.03% 233
2023
Q1 		$86K Sell
376
-13
-3% -$3.21K 0.02% 239
2022
Q4 		$102K Buy
389
+13
+3% +$3.28K 0.03% 222
2022
Q3 		$77K Sell
376
-6
-2% -$1.34K 0.03% 246
2022
Q2 		$88K Sell
382
-14
-4% -$2.85K 0.03% 219
2022
Q1 		$71K Sell
396
-52
-12% -$9.91K 0.02% 255
2021
Q4 		$97K Buy
448
+12
+3% +$2.36K 0.03% 196
2021
Q3 		$80K Buy
436
+93
+27% +$18.3K 0.03% 208
2021
Q2 		$62K Buy
343
+5
+1% +$952 0.02% 217
2021
Q1 		$57K Buy
338
+93
+38% +$15.5K 0.02% 211
2020
Q4 		$37K Buy
245
+217
+775% +$28.5K 0.02% 254
2020
Q3 		$3K Buy
+28
New +$3.07K ﹤0.01% 479

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janiczek Wealth Management's UTHR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its United Therapeutics (UTHR) stake by 1.5% in Q2 2024, selling an estimated $1.85K and leaving 475 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #224.

Janiczek Wealth Management first reported a position in UTHR in Q3 2020 and has held it in 16 quarters since. 568 funds tracked by Wall St. Rank hold UTHR as of Q2 2024.

  • Janiczek Wealth Management held 475 shares of United Therapeutics worth $151K as of Q2 2024.
  • Janiczek Wealth Management sold 7 United Therapeutics shares in Q2 2024, an estimated $1.85K.
  • United Therapeutics made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #224 holding.
  • Janiczek Wealth Management first reported a position in United Therapeutics in Q3 2020 and has held it in 16 quarters since.
  • 568 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.