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Essex Investment Management’s Universal Technical Institute UTI Stock Holding History

Essex Investment 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
2022
Q3 		– Sell
-167,139
Closed -$1.19M – 437
2022
Q2 		$1.19M Sell
167,139
-41,158
-20% -$363K 0.19% 161
2022
Q1 		$1.84M Sell
208,297
-11,703
-5% -$96K 0.23% 132
2021
Q4 		$1.72M Buy
+220,000
New +$1.64M 0.2% 160

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 $6.73T AUM 46.02% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's UTI Position: Q3 2022 in Review

Essex Investment Management sold out of Universal Technical Institute (UTI) in Q3 2022, closing a stake of 167,139 shares — an estimated $1.19M sold.

Essex Investment Management first reported a position in UTI in Q4 2021 and held it in 3 quarters. The position peaked at $1.84M in Q1 2022. 99 funds tracked by Wall St. Rank hold UTI as of Q3 2022.

  • Essex Investment Management reported no remaining Universal Technical Institute position as of Q3 2022 after selling out during the quarter.
  • Essex Investment Management sold 167,139 Universal Technical Institute shares in Q3 2022, an estimated $1.19M.
  • Essex Investment Management first reported a position in Universal Technical Institute in Q4 2021 and held it in 3 quarters.
  • Essex Investment Management's Universal Technical Institute position peaked at $1.84M in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2022.

Based on Essex Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.