Clear Harbor Asset Management’s Universal Technical Institute UTI Stock Holding History

Clear Harbor Asset Management’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
2021 Q2	–	Sell	-61,100	Closed	-$357K	–	387
2021 Q1	$357K	Sell	61,100 -12,500	-17%	-$77.2K	0.05%	238
2020 Q4	$475K	Hold	73,600	–	–	0.07%	179
2020 Q3	$374K	Hold	73,600	–	–	0.06%	187
2020 Q2	$512K	Sell	73,600 -1,400	-2%	-$9.19K	0.1%	153
2020 Q1	$446K	Buy	75,000 +55,000	+275%	+$389K	0.1%	138
2019 Q4	$154K	Buy	+20,000	New	+$121K	0.03%	285

Other funds holding UTI

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Clear Harbor Asset Management's UTI Position: Q2 2021 in Review

Clear Harbor Asset Management sold out of Universal Technical Institute (UTI) in Q2 2021, closing a stake of 61,100 shares — an estimated $357K sold.

Clear Harbor Asset Management first reported a position in UTI in Q4 2019 and held it in 6 quarters. The position peaked at $512K in Q2 2020. 76 funds tracked by Wall St. Rank hold UTI as of Q2 2021.

Clear Harbor Asset Management reported no remaining Universal Technical Institute position as of Q2 2021 after selling out during the quarter.
Clear Harbor Asset Management sold 61,100 Universal Technical Institute shares in Q2 2021, an estimated $357K.
Clear Harbor Asset Management first reported a position in Universal Technical Institute in Q4 2019 and held it in 6 quarters.
Clear Harbor Asset Management's Universal Technical Institute position peaked at $512K in Q2 2020.
76 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2021.

Based on Clear Harbor Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.