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BFSG LLC’s Universal Technical Institute UTI Stock Holding History

BFSG LLC’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,182
Closed -$102K – 707
2023
Q4 		$102K Buy
+8,182
New +$83K 0.01% 297

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WU
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

BFSG LLC's UTI Position: Q1 2024 in Review

BFSG LLC sold out of Universal Technical Institute (UTI) in Q1 2024, closing a stake of 8,182 shares — an estimated $102K sold.

BFSG LLC first reported a position in UTI in Q4 2023 and held it in 1 quarter. The position peaked at $102K in Q4 2023. 166 funds tracked by Wall St. Rank hold UTI as of Q1 2024.

  • BFSG LLC reported no remaining Universal Technical Institute position as of Q1 2024 after selling out during the quarter.
  • BFSG LLC sold 8,182 Universal Technical Institute shares in Q1 2024, an estimated $102K.
  • BFSG LLC first reported a position in Universal Technical Institute in Q4 2023 and held it in 1 quarter.
  • BFSG LLC's Universal Technical Institute position peaked at $102K in Q4 2023.
  • 166 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2024.

Based on BFSG LLC's 13F filing for Q1 2024, filed 23 Apr 2024.