Affinity Investment Advisors’s Utah Medical Products UTMD Stock Holding History

Affinity Investment Advisors’s Portfolio UTMD Stock Details UTMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-7,331	Closed	-$635K	–	174
2021 Q1	$635K	Hold	7,331	–	–	0.23%	122
2020 Q4	$618K	Hold	7,331	–	–	0.25%	109
2020 Q3	$586K	Hold	7,331	–	–	0.26%	97
2020 Q2	$650K	Hold	7,331	–	–	0.31%	82
2020 Q1	$689K	Buy	7,331 +2,130	+41%	+$198K	0.35%	60
2019 Q4	$561K	Sell	5,201 -360	-6%	-$36.5K	0.2%	77
2019 Q3	$533K	Hold	5,561	–	–	0.17%	73
2019 Q2	$532K	Buy	5,561 +1,456	+35%	+$123K	0.15%	80
2019 Q1	$362K	Buy	+4,105	New	+$361K	0.07%	115

Other funds holding UTMD

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Affinity Investment Advisors's UTMD Position: Q2 2021 in Review

Affinity Investment Advisors sold out of Utah Medical Products (UTMD) in Q2 2021, closing a stake of 7,331 shares — an estimated $635K sold.

Affinity Investment Advisors first reported a position in UTMD in Q1 2019 and held it in 9 quarters. The position peaked at $689K in Q1 2020. 68 funds tracked by Wall St. Rank hold UTMD as of Q2 2021.

Affinity Investment Advisors reported no remaining Utah Medical Products position as of Q2 2021 after selling out during the quarter.
Affinity Investment Advisors sold 7,331 Utah Medical Products shares in Q2 2021, an estimated $635K.
Affinity Investment Advisors first reported a position in Utah Medical Products in Q1 2019 and held it in 9 quarters.
Affinity Investment Advisors's Utah Medical Products position peaked at $689K in Q1 2020.
68 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2021.

Based on Affinity Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.