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Annex Advisory Services’s Utah Medical Products UTMD Stock Holding History

Annex Advisory Services’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
2023
Q3 		– Sell
-3,526
Closed -$329K – 270
2023
Q2 		$329K Buy
3,526
+702
+25% +$66.1K 0.02% 178
2023
Q1 		$268K Sell
2,824
-742
-21% -$68.2K 0.01% 193
2022
Q4 		$359K Buy
3,566
+466
+15% +$42.5K 0.02% 175
2022
Q3 		$264K Sell
3,100
-235
-7% -$20.7K 0.02% 190
2022
Q2 		$287K Sell
3,335
-883
-21% -$75.3K 0.02% 196
2022
Q1 		$379K Buy
+4,218
New +$388K 0.03% 171

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annex Advisory Services's UTMD Position: Q3 2023 in Review

Annex Advisory Services sold out of Utah Medical Products (UTMD) in Q3 2023, closing a stake of 3,526 shares — an estimated $329K sold.

Annex Advisory Services first reported a position in UTMD in Q1 2022 and held it in 6 quarters. The position peaked at $379K in Q1 2022. 91 funds tracked by Wall St. Rank hold UTMD as of Q3 2023.

  • Annex Advisory Services reported no remaining Utah Medical Products position as of Q3 2023 after selling out during the quarter.
  • Annex Advisory Services sold 3,526 Utah Medical Products shares in Q3 2023, an estimated $329K.
  • Annex Advisory Services first reported a position in Utah Medical Products in Q1 2022 and held it in 6 quarters.
  • Annex Advisory Services's Utah Medical Products position peaked at $379K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2023.

Based on Annex Advisory Services's 13F filing for Q3 2023, filed 1 Nov 2023.