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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Steward Financial Group's UTHR Position: Q3 2023 in Review

Steward Financial Group opened a new position in United Therapeutics (UTHR) in Q3 2023: 42 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UTHR as recently as Q1 2023.

Steward Financial Group first reported a position in UTHR in Q4 2021 and has held it in 6 quarters since. The position peaked at $12K in Q4 2022. 508 funds tracked by Wall St. Rank hold UTHR as of Q3 2023.

Steward Financial Group held 42 shares of United Therapeutics worth $9K as of Q3 2023.
United Therapeutics was a new Steward Financial Group position in Q3 2023.
United Therapeutics made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #422 holding.
Steward Financial Group first reported a position in United Therapeutics in Q4 2021 and has held it in 6 quarters since.
Steward Financial Group's United Therapeutics position peaked at $12K in Q4 2022.
508 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.