CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Utah Medical Products UTMD Stock Holding History

CAPTRUST Financial 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
2023
Q3 		– Sell
-3,188
Closed -$297K – 2719
2023
Q2 		$297K Buy
+3,188
New +$300K ﹤0.01% 1989

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's UTMD Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of Utah Medical Products (UTMD) in Q3 2023, closing a stake of 3,188 shares — an estimated $297K sold.

CAPTRUST Financial Advisors first reported a position in UTMD in Q2 2023 and held it in 1 quarter. The position peaked at $297K in Q2 2023. 91 funds tracked by Wall St. Rank hold UTMD as of Q3 2023.

  • CAPTRUST Financial Advisors reported no remaining Utah Medical Products position as of Q3 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,188 Utah Medical Products shares in Q3 2023, an estimated $297K.
  • CAPTRUST Financial Advisors first reported a position in Utah Medical Products in Q2 2023 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Utah Medical Products position peaked at $297K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.