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UTMD icon

Bailard’s Utah Medical Products UTMD Stock Holding History

Bailard’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
2018
Q4 		– Sell
-3,500
Closed -$330K – 559
2018
Q3 		$330K Hold
3,500
– – 0.02% 453
2018
Q2 		$386K Sell
3,500
-3,193
-48% -$333K 0.02% 417
2018
Q1 		$662K Sell
6,693
-3,337
-33% -$298K 0.04% 266
2017
Q4 		$816K Buy
+10,030
New +$783K 0.05% 253
2016
Q1 		– Sell
-8,330
Closed -$488K – 351
2015
Q4 		$488K Buy
+8,330
New +$472K 0.21% 140

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bailard's UTMD Position: Q4 2018 in Review

Bailard sold out of Utah Medical Products (UTMD) in Q4 2018, closing a stake of 3,500 shares — an estimated $330K sold.

Bailard first reported a position in UTMD in Q4 2015 and held it in 5 quarters. The position peaked at $816K in Q4 2017. 88 funds tracked by Wall St. Rank hold UTMD as of Q4 2018.

  • Bailard reported no remaining Utah Medical Products position as of Q4 2018 after selling out during the quarter.
  • Bailard sold 3,500 Utah Medical Products shares in Q4 2018, an estimated $330K.
  • Bailard first reported a position in Utah Medical Products in Q4 2015 and held it in 5 quarters.
  • Bailard's Utah Medical Products position peaked at $816K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2018.

Based on Bailard's 13F filing for Q4 2018, filed 5 Feb 2019.