Unison Advisors’s United Therapeutics UTHR Stock Holding History

Unison Advisors’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 Q3	–	Sell	-2,283	Closed	-$727K	–	199
2024 Q2	$727K	Hold	2,283	–	–	0.09%	116
2024 Q1	$524K	Hold	2,283	–	–	0.05%	145
2023 Q4	$502K	Hold	2,283	–	–	0.05%	146
2023 Q3	$516K	Hold	2,283	–	–	0.06%	134
2023 Q2	$504K	Hold	2,283	–	–	0.06%	138
2023 Q1	$511K	Hold	2,283	–	–	0.06%	130
2022 Q4	$635K	Hold	2,283	–	–	0.08%	108
2022 Q3	$478K	Buy	2,283 +530	+30%	+$118K	0.09%	118
2022 Q2	$413K	Hold	1,753	–	–	0.11%	110
2022 Q1	$314K	Hold	1,753	–	–	0.08%	154
2021 Q4	$379K	Hold	1,753	–	–	0.09%	138
2021 Q3	$324K	Hold	1,753	–	–	0.08%	150
2021 Q2	$314K	Hold	1,753	–	–	0.06%	154
2021 Q1	$293K	Hold	1,753	–	–	0.06%	167
2020 Q4	$266K	Buy	+1,753	New	+$230K	0.06%	163
2020 Q3	–	Sell	-1,753	Closed	-$212K	–	164
2020 Q2	$212K	Buy	+1,753	New	+$197K	0.07%	125
2019 Q2	–	Sell	-1,753	Closed	-$205K	–	165
2019 Q1	$205K	Buy	+1,753	New	+$204K	0.15%	148
2018 Q4	–	Sell	-1,753	Closed	-$224K	–	178
2018 Q3	$224K	Buy	+1,753	New	+$217K	0.16%	155
2018 Q1	–	Sell	-1,753	Closed	-$259K	–	155
2017 Q4	$259K	Buy	+1,753	New	+$223K	0.19%	124

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

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

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Unison Advisors's UTHR Position: Q3 2024 in Review

Unison Advisors sold out of United Therapeutics (UTHR) in Q3 2024, closing a stake of 2,283 shares — an estimated $727K sold.

Unison Advisors first reported a position in UTHR in Q4 2017 and held it in 19 quarters. The position peaked at $727K in Q2 2024. 625 funds tracked by Wall St. Rank hold UTHR as of Q3 2024.

Unison Advisors reported no remaining United Therapeutics position as of Q3 2024 after selling out during the quarter.
Unison Advisors sold 2,283 United Therapeutics shares in Q3 2024, an estimated $727K.
Unison Advisors first reported a position in United Therapeutics in Q4 2017 and held it in 19 quarters.
Unison Advisors's United Therapeutics position peaked at $727K in Q2 2024.
625 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2024.

Based on Unison Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.