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Roundview Capital’s United Therapeutics UTHR Stock Holding History

Roundview Capital’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
2024
Q1 		– Sell
-3,371
Closed -$741K – 321
2023
Q4 		$741K Hold
3,371
– – 0.07% 219
2023
Q3 		$761K Buy
3,371
+995
+42% +$229K 0.08% 216
2023
Q2 		$525K Hold
2,376
– – 0.05% 238
2023
Q1 		$532K Buy
2,376
+490
+26% +$121K 0.06% 238
2022
Q4 		$524K Sell
1,886
-2,195
-54% -$554K 0.06% 227
2022
Q3 		$854K Hold
4,081
– – 0.11% 174
2022
Q2 		$962K Buy
4,081
+1,200
+42% +$244K 0.12% 167
2022
Q1 		$517K Sell
2,881
-733
-20% -$140K 0.05% 223
2021
Q4 		$781K Buy
3,614
+2,035
+129% +$399K 0.08% 210
2021
Q3 		$291K Hold
1,579
– – 0.03% 261
2021
Q2 		$283K Sell
1,579
-1,365
-46% -$260K 0.03% 257
2021
Q1 		$492K Buy
+2,944
New +$491K 0.06% 223
2018
Q1 		– Sell
-1,850
Closed -$274K – 235
2017
Q4 		$274K Hold
1,850
– – 0.07% 198
2017
Q3 		$217K Sell
1,850
-900
-33% -$115K 0.06% 200
2017
Q2 		$357K Buy
2,750
+200
+8% +$24.9K 0.1% 174
2017
Q1 		$345K Hold
2,550
– – 0.11% 166
2016
Q4 		$366K Buy
+2,550
New +$326K 0.12% 165

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ACA
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Renaissance Technologies
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return