Cambridge Investment Research Advisors’s Utah Medical Products UTMD Stock Holding History

Cambridge Investment Research Advisors’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
2024 Q4	–	Sell	-3,496	Closed	-$234K	–	3593
2024 Q3	$234K	Sell	3,496 -23	-0.7%	-$1.56K	﹤0.01%	3020
2024 Q2	$235K	Buy	+3,519	New	+$240K	﹤0.01%	2906
2019 Q3	–	Sell	-2,373	Closed	-$227K	–	2411
2019 Q2	$227K	Sell	2,373 -1,173	-33%	-$98.8K	﹤0.01%	1923
2019 Q1	$313K	Sell	3,546 -31	-0.9%	-$2.73K	﹤0.01%	1779
2018 Q4	$297K	Buy	3,577 +31	+0.9%	+$2.73K	﹤0.01%	1679
2018 Q3	$334K	Hold	3,546	–	–	﹤0.01%	1725
2018 Q2	$391K	Hold	3,546	–	–	﹤0.01%	1552
2018 Q1	$351K	Hold	3,546	–	–	﹤0.01%	1557
2017 Q4	$289K	Buy	+3,546	New	+$277K	﹤0.01%	1682

Other funds holding UTMD

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors's UTMD Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Utah Medical Products (UTMD) in Q4 2024, closing a stake of 3,496 shares — an estimated $234K sold.

Cambridge Investment Research Advisors first reported a position in UTMD in Q4 2017 and held it in 9 quarters. The position peaked at $391K in Q2 2018. 112 funds tracked by Wall St. Rank hold UTMD as of Q4 2024.

Cambridge Investment Research Advisors reported no remaining Utah Medical Products position as of Q4 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 3,496 Utah Medical Products shares in Q4 2024, an estimated $234K.
Cambridge Investment Research Advisors first reported a position in Utah Medical Products in Q4 2017 and held it in 9 quarters.
Cambridge Investment Research Advisors's Utah Medical Products position peaked at $391K in Q2 2018.
112 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.