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Brandywine Global Investment Management’s Universal Technical Institute UTI Stock Holding History

Brandywine Global Investment Management’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
2023
Q4 		– Sell
-15,540
Closed -$130K – 748
2023
Q3 		$130K Buy
15,540
+1,190
+8% +$9.27K ﹤0.01% 668
2023
Q2 		$99.2K Hold
14,350
– – ﹤0.01% 679
2023
Q1 		$106K Sell
14,350
-140
-1% -$998 ﹤0.01% 694
2022
Q4 		$97.4K Buy
+14,490
New +$95.7K ﹤0.01% 710
2017
Q4 		– Sell
-15,057
Closed -$53K – 940
2017
Q3 		$53K Buy
15,057
+1,745
+13% +$6.12K ﹤0.01% 771
2017
Q2 		$48K Sell
13,312
-88
-0.7% -$317 ﹤0.01% 792
2017
Q1 		$47K Buy
+13,400
New +$45.3K ﹤0.01% 813
2015
Q4 		– Sell
-574,040
Closed -$2.02M – 999
2015
Q3 		$2.02M Buy
574,040
+15,985
+3% +$89.5K 0.01% 553
2015
Q2 		$4.8M Buy
558,055
+193,446
+53% +$1.75M 0.03% 453
2015
Q1 		$3.5M Buy
364,609
+354,540
+3,521% +$3.29M 0.02% 521
2014
Q4 		$100K Hold
10,069
– – ﹤0.01% 831
2014
Q3 		$95K Sell
10,069
-190
-2% -$2.15K ﹤0.01% 789
2014
Q2 		$125K Sell
10,259
-600
-6% -$7.12K ﹤0.01% 771
2014
Q1 		$141K Hold
10,859
– – ﹤0.01% 784
2013
Q4 		$152K Buy
+10,859
New +$144K ﹤0.01% 782

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Brandywine Global Investment Management's UTI Position: Q4 2023 in Review

Brandywine Global Investment Management sold out of Universal Technical Institute (UTI) in Q4 2023, closing a stake of 15,540 shares — an estimated $130K sold.

Brandywine Global Investment Management first reported a position in UTI in Q4 2013 and held it in 15 quarters. The position peaked at $4.8M in Q2 2015. 130 funds tracked by Wall St. Rank hold UTI as of Q4 2023.

  • Brandywine Global Investment Management reported no remaining Universal Technical Institute position as of Q4 2023 after selling out during the quarter.
  • Brandywine Global Investment Management sold 15,540 Universal Technical Institute shares in Q4 2023, an estimated $130K.
  • Brandywine Global Investment Management first reported a position in Universal Technical Institute in Q4 2013 and held it in 15 quarters.
  • Brandywine Global Investment Management's Universal Technical Institute position peaked at $4.8M in Q2 2015.
  • 130 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2023.

Based on Brandywine Global Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.