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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

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Roundview Capital's UTHR Position: Q1 2024 in Review

Roundview Capital sold out of United Therapeutics (UTHR) in Q1 2024, closing a stake of 3,371 shares — an estimated $741K sold.

Roundview Capital first reported a position in UTHR in Q4 2016 and held it in 17 quarters. The position peaked at $962K in Q2 2022. 526 funds tracked by Wall St. Rank hold UTHR as of Q1 2024.

  • Roundview Capital reported no remaining United Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Roundview Capital sold 3,371 United Therapeutics shares in Q1 2024, an estimated $741K.
  • Roundview Capital first reported a position in United Therapeutics in Q4 2016 and held it in 17 quarters.
  • Roundview Capital's United Therapeutics position peaked at $962K in Q2 2022.
  • 526 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2024.

Based on Roundview Capital's 13F filing for Q1 2024, filed 6 May 2024.