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Colonial Trust’s Universal Technical Institute UTI Stock Holding History

Colonial Trust’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
2026
Q1 		$3.04K Sell
82
-86
-51% -$2.71K ﹤0.01% 955
2025
Q4 		$4.47K Buy
168
+21
+14% +$595 ﹤0.01% 864
2025
Q3 		$4.82K Buy
147
+7
+5% +$206 ﹤0.01% 845
2025
Q2 		$4.83K Hold
140
– – ﹤0.01% 835
2025
Q1 		$3.55K Sell
140
-256
-65% -$6.91K ﹤0.01% 890
2024
Q4 		$10.2K Hold
396
– – ﹤0.01% 940
2024
Q3 		$6.4K Hold
396
– – ﹤0.01% 838
2024
Q2 		$5.94K Buy
396
+33
+9% +$494 ﹤0.01% 827
2024
Q1 		$5.51K Sell
363
-296
-45% -$4.3K ﹤0.01% 816
2023
Q4 		$8.3K Hold
659
– – ﹤0.01% 741
2023
Q3 		$5.31K Hold
659
– – ﹤0.01% 783
2023
Q2 		$4.6K Hold
659
– – ﹤0.01% 795
2023
Q1 		$4.65K Hold
659
– – ﹤0.01% 762
2022
Q4 		$4.45K Buy
+659
New +$4.35K ﹤0.01% 768

Other funds holding UTI

CCM
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return