MBFW
UTHR icon

Morton Brown Family Wealth’s United Therapeutics UTHR Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-3
Closed -$1K – 334
2022
Q2 		$1K Buy
+3
New +$610 ﹤0.01% 255

Other funds holding UTHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Morton Brown Family Wealth's UTHR Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of United Therapeutics (UTHR) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in UTHR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 461 funds tracked by Wall St. Rank hold UTHR as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining United Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 3 United Therapeutics shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in United Therapeutics in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's United Therapeutics position peaked at $1K in Q2 2022.
  • 461 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.