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Optimal Asset Management’s United Therapeutics UTHR Stock Holding History

Optimal Asset 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
2020
Q2 		– Sell
-9,803
Closed -$930 – 429
2020
Q1 		$930 Buy
9,803
+1,892
+24% +$180K 0.09% 295
2019
Q4 		$697K Buy
+7,911
New +$696K 0.11% 279

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimal Asset Management's UTHR Position: Q2 2020 in Review

Optimal Asset Management sold out of United Therapeutics (UTHR) in Q2 2020, closing a stake of 9,803 shares — an estimated $930 sold.

Optimal Asset Management first reported a position in UTHR in Q4 2019 and held it in 2 quarters. The position peaked at $697K in Q4 2019. 349 funds tracked by Wall St. Rank hold UTHR as of Q2 2020.

  • Optimal Asset Management reported no remaining United Therapeutics position as of Q2 2020 after selling out during the quarter.
  • Optimal Asset Management sold 9,803 United Therapeutics shares in Q2 2020, an estimated $930.
  • Optimal Asset Management first reported a position in United Therapeutics in Q4 2019 and held it in 2 quarters.
  • Optimal Asset Management's United Therapeutics position peaked at $697K in Q4 2019.
  • 349 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2020.

Based on Optimal Asset Management's 13F filing for Q2 2020, filed 4 Aug 2020.