AJOVista’s Utah Medical Products UTMD Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-233	Closed	-$19.6K	–	406
2023 Q4	$19.6K	Buy	+233	New	+$19.3K	0.02%	361

Other funds holding UTMD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

AJOVista's UTMD Position: Q1 2024 in Review

AJOVista sold out of Utah Medical Products (UTMD) in Q1 2024, closing a stake of 233 shares — an estimated $19.6K sold.

AJOVista first reported a position in UTMD in Q4 2023 and held it in 1 quarter. The position peaked at $19.6K in Q4 2023. 100 funds tracked by Wall St. Rank hold UTMD as of Q1 2024.

AJOVista reported no remaining Utah Medical Products position as of Q1 2024 after selling out during the quarter.
AJOVista sold 233 Utah Medical Products shares in Q1 2024, an estimated $19.6K.
AJOVista first reported a position in Utah Medical Products in Q4 2023 and held it in 1 quarter.
AJOVista's Utah Medical Products position peaked at $19.6K in Q4 2023.
100 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.