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Joel Isaacson & Co’s United Therapeutics UTHR Stock Holding History

Joel Isaacson & Co’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
2022
Q1 		– Sell
-3,000
Closed -$648K – 321
2021
Q4 		$648K Hold
3,000
– – 0.04% 163
2021
Q3 		$554K Buy
3,000
+1,500
+100% +$295K 0.04% 172
2021
Q2 		$269K Buy
+1,500
New +$286K 0.02% 249

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Joel Isaacson & Co's UTHR Position: Q1 2022 in Review

Joel Isaacson & Co sold out of United Therapeutics (UTHR) in Q1 2022, closing a stake of 3,000 shares — an estimated $648K sold.

Joel Isaacson & Co first reported a position in UTHR in Q2 2021 and held it in 3 quarters. The position peaked at $648K in Q4 2021. 427 funds tracked by Wall St. Rank hold UTHR as of Q1 2022.

  • Joel Isaacson & Co reported no remaining United Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Joel Isaacson & Co sold 3,000 United Therapeutics shares in Q1 2022, an estimated $648K.
  • Joel Isaacson & Co first reported a position in United Therapeutics in Q2 2021 and held it in 3 quarters.
  • Joel Isaacson & Co's United Therapeutics position peaked at $648K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2022.

Based on Joel Isaacson & Co's 13F filing for Q1 2022, filed 21 Apr 2022.