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Steward Financial Group’s United Therapeutics UTHR Stock Holding History

Steward 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
Q3 		$9K Buy
+42
New +$9.67K ﹤0.01% 422
2023
Q2 		– Sell
-44
Closed -$9K – 982
2023
Q1 		$9K Sell
44
-2
-4% -$493 ﹤0.01% 218
2022
Q4 		$12K Buy
+46
New +$11.6K 0.01% 136
2022
Q3 		– Sell
-50
Closed -$11K – 1258
2022
Q2 		$11K Buy
50
+25
+100% +$5.08K 0.01% 231
2022
Q1 		$4K Hold
25
– – ﹤0.01% 255
2021
Q4 		$5K Buy
+25
New +$4.91K ﹤0.01% 183

Other funds holding UTHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return