DA
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Denali Advisors’s Utah Medical Products UTMD Stock Holding History

Denali Advisors’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
2021
Q2 		– Sell
-120
Closed -$10K – 372
2021
Q1 		$10K Hold
120
– – ﹤0.01% 312
2020
Q4 		$10K Sell
120
-220
-65% -$18.8K ﹤0.01% 334
2020
Q3 		$27K Sell
340
-440
-56% -$36.5K 0.01% 319
2020
Q2 		$69K Hold
780
– – 0.01% 312
2020
Q1 		$73K Sell
780
-363
-32% -$33.7K 0.02% 270
2019
Q4 		$123K Buy
1,143
+1,097
+2,385% +$111K 0.02% 244
2019
Q3 		$4K Sell
46
-5,348
-99% -$497K ﹤0.01% 244
2019
Q2 		$516K Buy
5,394
+3,754
+229% +$316K 0.08% 144
2019
Q1 		$145K Buy
1,640
+1,620
+8,100% +$142K 0.02% 159
2018
Q4 		$2K Hold
20
– – ﹤0.01% 219
2018
Q3 		$2K Buy
+20
New +$1.91K ﹤0.01% 233
2018
Q1 		– Sell
-64
Closed -$5K – 297
2017
Q4 		$5K Hold
64
– – ﹤0.01% 157
2017
Q3 		$5K Buy
64
+31
+94% +$2.23K ﹤0.01% 146
2017
Q2 		$2K Hold
33
– – ﹤0.01% 233
2017
Q1 		$2K Buy
+33
New +$2.08K ﹤0.01% 232
2016
Q4 		– Sell
-39
Closed -$2K – 313
2016
Q3 		$2K Hold
39
– – ﹤0.01% 235
2016
Q2 		$2K Hold
39
– – ﹤0.01% 228
2016
Q1 		$2K Hold
39
– – ﹤0.01% 221
2015
Q4 		$2K Buy
+39
New +$2.21K ﹤0.01% 221

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Denali Advisors's UTMD Position: Q2 2021 in Review

Denali Advisors sold out of Utah Medical Products (UTMD) in Q2 2021, closing a stake of 120 shares — an estimated $10K sold.

Denali Advisors first reported a position in UTMD in Q4 2015 and held it in 19 quarters. The position peaked at $516K in Q2 2019. 68 funds tracked by Wall St. Rank hold UTMD as of Q2 2021.

  • Denali Advisors reported no remaining Utah Medical Products position as of Q2 2021 after selling out during the quarter.
  • Denali Advisors sold 120 Utah Medical Products shares in Q2 2021, an estimated $10K.
  • Denali Advisors first reported a position in Utah Medical Products in Q4 2015 and held it in 19 quarters.
  • Denali Advisors's Utah Medical Products position peaked at $516K in Q2 2019.
  • 68 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2021.

Based on Denali Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.