Number of Shares
9,507.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
0.61%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
42.29%

Disciplined U.S. Equity Portfolio's United Therapeutics Corp Holding Summary

As of 2025-04-30, Disciplined U.S. Equity Portfolio held 9,507.00 shares of United Therapeutics Corp(UTHR), totaling $2.88 Mil. This investment constitutes 0.61% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0.02% of the outstanding United Therapeutics Corp(UTHR) stock.

The initial trade took place in 2023Q3. And since then Disciplined U.S. Equity Portfolio has made 2 purchases of UTHR, at an average price of $225.83, for a total of 36,842.00 shares. In addition, there have been 2 sales at an average price of $331.53 for 27,335.00 shares. Based on historical transaction data and UTHR's current price of $292.01, Disciplined U.S. Equity Portfolio's estimated gain on his UTHR holdings is $3.52 Mil, reflecting a 42.29% gain to date.

Disciplined U.S. Equity Portfolio UTHR ($292.01) Holding Chart

Disciplined U.S. Equity Portfolio UTHR ($292.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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