Sugarloaf Wealth Management’s United Therapeutics UTHR Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$16.2K	Hold	46	–	–	﹤0.01%	430
2024 Q3	$16.5K	Hold	46	–	–	﹤0.01%	443
2024 Q2	$14.7K	Hold	46	–	–	﹤0.01%	440
2024 Q1	$10.6K	Hold	46	–	–	﹤0.01%	479
2023 Q4	$10.1K	Hold	46	–	–	﹤0.01%	485
2023 Q3	$10.4K	Hold	46	–	–	﹤0.01%	460
2023 Q2	$10.2K	Hold	46	–	–	﹤0.01%	475
2023 Q1	$10.3K	Hold	46	–	–	﹤0.01%	468
2022 Q4	$12.8K	Hold	46	–	–	﹤0.01%	464
2022 Q3	$10K	Hold	46	–	–	﹤0.01%	528
2022 Q2	$11K	Hold	46	–	–	﹤0.01%	519
2022 Q1	$8K	Hold	46	–	–	﹤0.01%	517
2021 Q4	$10K	Hold	46	–	–	﹤0.01%	514
2021 Q3	$8K	Hold	46	–	–	﹤0.01%	550
2021 Q2	$8K	Hold	46	–	–	﹤0.01%	542
2021 Q1	$8	Hold	46	–	–	﹤0.01%	533
2020 Q4	$7K	Hold	46	–	–	﹤0.01%	516
2020 Q3	$5K	Hold	46	–	–	﹤0.01%	528
2020 Q2	$6K	Hold	46	–	–	﹤0.01%	505
2020 Q1	$4K	Hold	46	–	–	﹤0.01%	552
2019 Q4	$4K	Buy	+46	New	+$4.05K	﹤0.01%	579

Other funds holding UTHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sugarloaf Wealth Management's UTHR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its United Therapeutics (UTHR) position steady in Q4 2024 at 46 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Sugarloaf Wealth Management first reported a position in UTHR in Q4 2019 and has held it in 21 quarters since. The position peaked at $16.5K in Q3 2024. 672 funds tracked by Wall St. Rank hold UTHR as of Q4 2024.

Sugarloaf Wealth Management held 46 shares of United Therapeutics worth $16.2K as of Q4 2024.
Sugarloaf Wealth Management left its United Therapeutics share count unchanged in Q4 2024.
United Therapeutics made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #430 holding.
Sugarloaf Wealth Management first reported a position in United Therapeutics in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's United Therapeutics position peaked at $16.5K in Q3 2024.
672 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.