Lee Financial’s United Therapeutics UTHR Stock Holding History

Lee Financial’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 Q4	–	Sell	-7	Closed	-$1K	–	992
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	794
2022 Q2	$2K	Buy	+7	New	+$1.42K	﹤0.01%	745

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's UTHR Position: Q4 2022 in Review

Lee Financial sold out of United Therapeutics (UTHR) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Lee Financial first reported a position in UTHR in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 511 funds tracked by Wall St. Rank hold UTHR as of Q4 2022.

Lee Financial reported no remaining United Therapeutics position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 7 United Therapeutics shares in Q4 2022, an estimated $1K.
Lee Financial first reported a position in United Therapeutics in Q2 2022 and held it in 2 quarters.
Lee Financial's United Therapeutics position peaked at $2K in Q2 2022.
511 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.