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Chicago Equity Partners’s Utah Medical Products UTMD Stock Holding History

Chicago Equity Partners’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
2020
Q1 		– Sell
-2,575
Closed -$278K – 870
2019
Q4 		$278K Sell
2,575
-1,975
-43% -$200K 0.02% 768
2019
Q3 		$436K Sell
4,550
-400
-8% -$37.2K 0.02% 709
2019
Q2 		$474K Sell
4,950
-1,195
-19% -$101K 0.02% 711
2019
Q1 		$542K Sell
6,145
-1,070
-15% -$94.1K 0.02% 656
2018
Q4 		$599K Buy
+7,215
New +$635K 0.02% 597

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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Chicago Equity Partners's UTMD Position: Q1 2020 in Review

Chicago Equity Partners sold out of Utah Medical Products (UTMD) in Q1 2020, closing a stake of 2,575 shares — an estimated $278K sold.

Chicago Equity Partners first reported a position in UTMD in Q4 2018 and held it in 5 quarters. The position peaked at $599K in Q4 2018. 90 funds tracked by Wall St. Rank hold UTMD as of Q1 2020.

  • Chicago Equity Partners reported no remaining Utah Medical Products position as of Q1 2020 after selling out during the quarter.
  • Chicago Equity Partners sold 2,575 Utah Medical Products shares in Q1 2020, an estimated $278K.
  • Chicago Equity Partners first reported a position in Utah Medical Products in Q4 2018 and held it in 5 quarters.
  • Chicago Equity Partners's Utah Medical Products position peaked at $599K in Q4 2018.
  • 90 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.