CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s Universal Technical Institute UTI Stock Holding History

CastleKeep Investment Advisors’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
2024
Q1 		– Sell
-94,135
Closed -$1.18M – 102
2023
Q4 		$1.18M Buy
+94,135
New +$955K 0.84% 30

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WU
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Vanguard Group
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

CastleKeep Investment Advisors's UTI Position: Q1 2024 in Review

CastleKeep Investment Advisors sold out of Universal Technical Institute (UTI) in Q1 2024, closing a stake of 94,135 shares — an estimated $1.18M sold.

CastleKeep Investment Advisors first reported a position in UTI in Q4 2023 and held it in 1 quarter. The position peaked at $1.18M in Q4 2023. 166 funds tracked by Wall St. Rank hold UTI as of Q1 2024.

  • CastleKeep Investment Advisors reported no remaining Universal Technical Institute position as of Q1 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 94,135 Universal Technical Institute shares in Q1 2024, an estimated $1.18M.
  • CastleKeep Investment Advisors first reported a position in Universal Technical Institute in Q4 2023 and held it in 1 quarter.
  • CastleKeep Investment Advisors's Universal Technical Institute position peaked at $1.18M in Q4 2023.
  • 166 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2024, filed 14 Feb 2025.