BlackRock Institutional Trust’s Universal Technical Institute UTI Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$1.34M	Buy	461,073 +49,190	+12%	+$114K	﹤0.01%	3196
2016 Q3	$733K	Hold	411,883	–	–	﹤0.01%	3388
2016 Q2	$931K	Sell	411,883 -184,054	-31%	-$628K	﹤0.01%	3330
2016 Q1	$2.57M	Sell	595,937 -1,976	-0.3%	-$7.72K	﹤0.01%	2941
2015 Q4	$2.79M	Sell	597,913 -46,163	-7%	-$214K	﹤0.01%	2977
2015 Q3	$2.26M	Sell	644,076 -2,378	-0.4%	-$13.3K	﹤0.01%	3078
2015 Q2	$5.56M	Sell	646,454 -36,574	-5%	-$330K	﹤0.01%	2723
2015 Q1	$6.56M	Buy	683,028 +35,925	+6%	+$334K	﹤0.01%	2637
2014 Q4	$6.37M	Sell	647,103 -12,595	-2%	-$132K	﹤0.01%	2619
2014 Q3	$6.17M	Sell	659,698 -4,444	-0.7%	-$50.3K	﹤0.01%	2594
2014 Q2	$8.06M	Buy	664,142 +7,648	+1%	+$90.8K	﹤0.01%	2556
2014 Q1	$8.5M	Buy	656,494 +10,121	+2%	+$133K	﹤0.01%	2523
2013 Q4	$8.99M	Sell	646,373 -18,151	-3%	-$241K	﹤0.01%	2478
2013 Q3	$8.06M	Sell	664,524 -8,277	-1%	-$94.4K	﹤0.01%	2490
2013 Q2	$6.95M	Buy	+672,801	New	+$7.75M	﹤0.01%	2524

Other funds holding UTI

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Renaissance Technologies

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors

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

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return