Watershed Asset Management’s United Therapeutics UTHR Stock Holding History

Watershed Asset 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
2023 Q4	$280K	Buy	1,275 +108	+9%	+$24.9K	0.33%	83
2023 Q3	$264K	Buy	1,167 +45	+4%	+$10.4K	0.31%	64
2023 Q2	$248K	Hold	1,122	–	–	0.31%	84
2023 Q1	$251K	Buy	1,122 +136	+14%	+$33.5K	0.3%	92
2022 Q4	$274K	Buy	+986	New	+$249K	0.35%	34
2022 Q3	–	Sell	-1,027	Closed	-$242K	–	154
2022 Q2	$242K	Sell	1,027 -551	-35%	-$112K	0.3%	63
2022 Q1	$283K	Buy	1,578 +234	+17%	+$44.6K	0.28%	43
2021 Q4	$290K	Buy	+1,344	New	+$264K	0.26%	45

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 $3.38T AUM 44.17% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Watershed Asset Management's UTHR Position: Q4 2023 in Review

Watershed Asset Management increased its United Therapeutics (UTHR) stake by 9.3% in Q4 2023, buying an estimated $24.9K and bringing the position to 1,275 shares worth $280K. The position accounts for 0.33% of the portfolio, ranked #83.

Watershed Asset Management first reported a position in UTHR in Q4 2021 and has held it in 8 quarters since. The position peaked at $290K in Q4 2021. 535 funds tracked by Wall St. Rank hold UTHR as of Q4 2023.

Watershed Asset Management held 1,275 shares of United Therapeutics worth $280K as of Q4 2023.
Watershed Asset Management bought 108 United Therapeutics shares in Q4 2023, an estimated $24.9K.
United Therapeutics made up 0.33% of Watershed Asset Management's portfolio in Q4 2023, its #83 holding.
Watershed Asset Management first reported a position in United Therapeutics in Q4 2021 and has held it in 8 quarters since.
Watershed Asset Management's United Therapeutics position peaked at $290K in Q4 2021.
535 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.