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McElhenny Sheffield Capital Management’s United Therapeutics UTHR Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-5
Closed -$1.39K – 591
2022
Q4 		$1.39K Buy
+5
New +$1.26K ﹤0.01% 541

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

McElhenny Sheffield Capital Management's UTHR Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of United Therapeutics (UTHR) in Q1 2023, closing a stake of 5 shares — an estimated $1.39K sold.

McElhenny Sheffield Capital Management first reported a position in UTHR in Q4 2022 and held it in 1 quarter. The position peaked at $1.39K in Q4 2022. 505 funds tracked by Wall St. Rank hold UTHR as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining United Therapeutics position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 5 United Therapeutics shares in Q1 2023, an estimated $1.39K.
  • McElhenny Sheffield Capital Management first reported a position in United Therapeutics in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's United Therapeutics position peaked at $1.39K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.