BPM
UTMD icon

Bowling Portfolio Management’s Utah Medical Products UTMD Stock Holding History

Bowling Portfolio Management’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
Q3 		– Sell
-5,893
Closed -$649K – 377
2018
Q2 		$649K Buy
+5,893
New +$615K 0.09% 280
2017
Q1 		– Sell
-9,085
Closed -$661K – 374
2016
Q4 		$661K Buy
9,085
+1,361
+18% +$88.5K 0.1% 186
2016
Q3 		$462K Buy
+7,724
New +$491K 0.06% 245

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bowling Portfolio Management's UTMD Position: Q3 2018 in Review

Bowling Portfolio Management sold out of Utah Medical Products (UTMD) in Q3 2018, closing a stake of 5,893 shares — an estimated $649K sold.

Bowling Portfolio Management first reported a position in UTMD in Q3 2016 and held it in 3 quarters. The position peaked at $661K in Q4 2016. 90 funds tracked by Wall St. Rank hold UTMD as of Q3 2018.

  • Bowling Portfolio Management reported no remaining Utah Medical Products position as of Q3 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 5,893 Utah Medical Products shares in Q3 2018, an estimated $649K.
  • Bowling Portfolio Management first reported a position in Utah Medical Products in Q3 2016 and held it in 3 quarters.
  • Bowling Portfolio Management's Utah Medical Products position peaked at $661K in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2018.

Based on Bowling Portfolio Management's 13F filing for Q3 2018, filed 18 Oct 2018.