EntryPoint Capital’s Universal Technical Institute UTI Stock Holding History

EntryPoint Capital’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
2025 Q2	–	Sell	-35,849	Closed	-$921K	–	832
2025 Q1	$921K	Sell	35,849 -5,789	-14%	-$156K	0.42%	7
2024 Q4	$1.07M	Buy	+41,638	New	+$866K	0.45%	3
2024 Q3	–	Sell	-8,748	Closed	-$138K	–	1159
2024 Q2	$138K	Sell	8,748 -1,617	-16%	-$24.2K	0.2%	154
2024 Q1	$165K	Buy	10,365 +3,643	+54%	+$52.9K	0.15%	176
2023 Q4	$84.2K	Buy	+6,722	New	+$68.2K	0.08%	467

Other funds holding UTI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EntryPoint Capital's UTI Position: Q2 2025 in Review

EntryPoint Capital sold out of Universal Technical Institute (UTI) in Q2 2025, closing a stake of 35,849 shares — an estimated $921K sold.

EntryPoint Capital first reported a position in UTI in Q4 2023 and held it in 5 quarters. The position peaked at $1.07M in Q4 2024. 264 funds tracked by Wall St. Rank hold UTI as of Q2 2025.

EntryPoint Capital reported no remaining Universal Technical Institute position as of Q2 2025 after selling out during the quarter.
EntryPoint Capital sold 35,849 Universal Technical Institute shares in Q2 2025, an estimated $921K.
EntryPoint Capital first reported a position in Universal Technical Institute in Q4 2023 and held it in 5 quarters.
EntryPoint Capital's Universal Technical Institute position peaked at $1.07M in Q4 2024.
264 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2025.

Based on EntryPoint Capital's 13F filing for Q2 2025, filed 11 Aug 2025.