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Ergoteles’s Universal Technical Institute UTI Stock Holding History

Ergoteles’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
2022
Q2 		– Sell
-13,800
Closed -$122K – 2027
2022
Q1 		$122K Sell
13,800
-52,312
-79% -$429K ﹤0.01% 1087
2021
Q4 		$517K Sell
66,112
-85,410
-56% -$638K 0.02% 628
2021
Q3 		$1.02M Sell
151,522
-8,978
-6% -$58.6K 0.04% 372
2021
Q2 		$1.04M Buy
+160,500
New +$948K 0.02% 494

Other funds holding UTI

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 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
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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ergoteles's UTI Position: Q2 2022 in Review

Ergoteles sold out of Universal Technical Institute (UTI) in Q2 2022, closing a stake of 13,800 shares — an estimated $122K sold.

Ergoteles first reported a position in UTI in Q2 2021 and held it in 4 quarters. The position peaked at $1.04M in Q2 2021. 112 funds tracked by Wall St. Rank hold UTI as of Q2 2022.

  • Ergoteles reported no remaining Universal Technical Institute position as of Q2 2022 after selling out during the quarter.
  • Ergoteles sold 13,800 Universal Technical Institute shares in Q2 2022, an estimated $122K.
  • Ergoteles first reported a position in Universal Technical Institute in Q2 2021 and held it in 4 quarters.
  • Ergoteles's Universal Technical Institute position peaked at $1.04M in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.