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Clean Yield Group’s Utah Medical Products UTMD Stock Holding History

Clean Yield Group’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
2025
Q1 		– Sell
-450
Closed -$27.7K – 486
2024
Q4 		$27.7K Hold
450
– – 0.01% 275
2024
Q3 		$30.1K Sell
450
-400
-47% -$27.2K 0.01% 268
2024
Q2 		$56.8K Sell
850
-30,864
-97% -$2.1M 0.02% 219
2024
Q1 		$2.26M Sell
31,714
-34
-0.1% -$2.55K 0.88% 37
2023
Q4 		$2.67M Buy
31,748
+485
+2% +$40.2K 1.13% 31
2023
Q3 		$2.68M Buy
31,263
+560
+2% +$51.7K 1.19% 27
2023
Q2 		$2.86M Buy
30,703
+5,020
+20% +$473K 1.18% 29
2023
Q1 		$2.43M Buy
25,683
+9,614
+60% +$884K 1.04% 30
2022
Q4 		$1.62M Buy
16,069
+55
+0.3% +$5.02K 0.69% 43
2022
Q3 		$1.37M Buy
16,014
+1,105
+7% +$97.5K 0.63% 47
2022
Q2 		$1.28M Buy
14,909
+950
+7% +$81K 0.53% 49
2022
Q1 		$1.25M Sell
13,959
-515
-4% -$47.4K 0.44% 58
2021
Q4 		$1.45M Sell
14,474
-2,116
-13% -$216K 0.46% 56
2021
Q3 		$1.54M Sell
16,590
-4,481
-21% -$396K 0.51% 50
2021
Q2 		$1.79M Sell
21,071
-1,900
-8% -$164K 0.61% 43
2021
Q1 		$1.99M Sell
22,971
-2,635
-10% -$232K 0.75% 40
2020
Q4 		$2.16M Sell
25,606
-185
-0.7% -$15.8K 0.78% 37
2020
Q3 		$2.06M Sell
25,791
-219
-0.8% -$18.2K 0.84% 35
2020
Q2 		$2.31M Sell
26,010
-1,435
-5% -$129K 1% 29
2020
Q1 		$2.58M Buy
27,445
+45
+0.2% +$4.18K 1.23% 27
2019
Q4 		$2.96M Sell
27,400
-405
-1% -$41K 0.93% 32
2019
Q3 		$2.67M Sell
27,805
-280
-1% -$26K 0.88% 38
2019
Q2 		$2.69M Hold
28,085
– – 0.97% 40
2019
Q1 		$2.48M Sell
28,085
-185
-0.7% -$16.3K 1% 40
2018
Q4 		$2.35M Sell
28,270
-464
-2% -$40.9K 1.02% 40
2018
Q3 		$2.71M Sell
28,734
-2,247
-7% -$215K 1.08% 41
2018
Q2 		$3.41M Sell
30,981
-10,168
-25% -$1.06M 1.41% 26
2018
Q1 		$4.07M Sell
41,149
-6,142
-13% -$548K 1.72% 14
2017
Q4 		$3.85M Sell
47,291
-858
-2% -$67K 1.52% 20
2017
Q3 		$3.54M Sell
48,149
-945
-2% -$68K 1.44% 25
2017
Q2 		$3.54M Sell
49,094
-597
-1% -$39.3K 1.48% 26
2017
Q1 		$3.1M Buy
49,691
+11,405
+30% +$718K 1.3% 28
2016
Q4 		$2.79M Buy
38,286
+455
+1% +$29.6K 1.26% 31
2016
Q3 		$2.26M Buy
37,831
+1,095
+3% +$69.7K 0.98% 37
2016
Q2 		$2.31M Sell
36,736
-355
-1% -$22.9K 0.99% 37
2016
Q1 		$2.33M Buy
37,091
+2,003
+6% +$118K 1.04% 39
2015
Q4 		$1.95M Buy
35,088
+1,390
+4% +$78.8K 0.96% 42
2015
Q3 		$1.96M Buy
33,698
+15,876
+89% +$866K 0.92% 43
2015
Q2 		$1.06M Buy
17,822
+9,241
+108% +$520K 0.49% 67
2015
Q1 		$514K Hold
8,581
– – 0.22% 86
2014
Q4 		$515K Buy
8,581
+50
+0.6% +$2.77K 0.23% 84
2014
Q3 		$416K Sell
8,531
-740
-8% -$37.6K 0.2% 91
2014
Q2 		$477K Buy
+9,271
New +$476K 0.24% 90

Other funds holding UTMD

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 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

Clean Yield Group's UTMD Position: Q1 2025 in Review

Clean Yield Group sold out of Utah Medical Products (UTMD) in Q1 2025, closing a stake of 450 shares — an estimated $27.7K sold.

Clean Yield Group first reported a position in UTMD in Q2 2014 and held it in 43 quarters. The position peaked at $4.07M in Q1 2018. 109 funds tracked by Wall St. Rank hold UTMD as of Q1 2025.

  • Clean Yield Group reported no remaining Utah Medical Products position as of Q1 2025 after selling out during the quarter.
  • Clean Yield Group sold 450 Utah Medical Products shares in Q1 2025, an estimated $27.7K.
  • Clean Yield Group first reported a position in Utah Medical Products in Q2 2014 and held it in 43 quarters.
  • Clean Yield Group's Utah Medical Products position peaked at $4.07M in Q1 2018.
  • 109 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.