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Mendota Financial Group’s United Therapeutics UTHR Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-9
Closed -$2.03K – 407
2023
Q3 		$2.03K Hold
9
– – ﹤0.01% 250
2023
Q2 		$1.99K Buy
+9
New +$1.99K ﹤0.01% 248
2023
Q1 		– Sell
-9
Closed -$2.5K – 358
2022
Q4 		$2.5K Buy
+9
New +$2.27K ﹤0.01% 255

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mendota Financial Group's UTHR Position: Q4 2023 in Review

Mendota Financial Group sold out of United Therapeutics (UTHR) in Q4 2023, closing a stake of 9 shares — an estimated $2.03K sold.

Mendota Financial Group first reported a position in UTHR in Q4 2022 and held it in 3 quarters. The position peaked at $2.5K in Q4 2022. 535 funds tracked by Wall St. Rank hold UTHR as of Q4 2023.

  • Mendota Financial Group reported no remaining United Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Mendota Financial Group sold 9 United Therapeutics shares in Q4 2023, an estimated $2.03K.
  • Mendota Financial Group first reported a position in United Therapeutics in Q4 2022 and held it in 3 quarters.
  • Mendota Financial Group's United Therapeutics position peaked at $2.5K in Q4 2022.
  • 535 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.