Franklin Resources’s Utah Medical Products UTMD Stock Holding History

Franklin Resources’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
2024 Q2	–	Sell	-42,001	Closed	-$2.99M	–	2978
2024 Q1	$2.99M	Sell	42,001 -1,325	-3%	-$99.4K	﹤0.01%	1566
2023 Q4	$3.65M	Hold	43,326	–	–	﹤0.01%	1201
2023 Q3	$3.73M	Hold	43,326	–	–	﹤0.01%	1168
2023 Q2	$4.04M	Buy	43,326 +1,630	+4%	+$154K	﹤0.01%	1171
2023 Q1	$3.95M	Hold	41,696	–	–	﹤0.01%	1157
2022 Q4	$4.19M	Hold	41,696	–	–	﹤0.01%	1161
2022 Q3	$3.56M	Hold	41,696	–	–	﹤0.01%	1171
2022 Q2	$3.58M	Sell	41,696 -81	-0.2%	-$6.91K	﹤0.01%	1185
2022 Q1	$3.75M	Hold	41,777	–	–	﹤0.01%	1230
2021 Q4	$4.18M	Sell	41,777 -9	-0%	-$918	﹤0.01%	1272
2021 Q3	$3.88M	Buy	41,786 +10	+0%	+$883	﹤0.01%	1264
2021 Q2	$3.55M	Buy	41,776 +26,304	+170%	+$2.28M	﹤0.01%	1220
2021 Q1	$1.34M	Buy	+15,472	New	+$1.36M	﹤0.01%	1427

Other funds holding UTMD

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Franklin Resources's UTMD Position: Q2 2024 in Review

Franklin Resources sold out of Utah Medical Products (UTMD) in Q2 2024, closing a stake of 42,001 shares — an estimated $2.99M sold.

Franklin Resources first reported a position in UTMD in Q1 2021 and held it in 13 quarters. The position peaked at $4.19M in Q4 2022. 100 funds tracked by Wall St. Rank hold UTMD as of Q2 2024.

Franklin Resources reported no remaining Utah Medical Products position as of Q2 2024 after selling out during the quarter.
Franklin Resources sold 42,001 Utah Medical Products shares in Q2 2024, an estimated $2.99M.
Franklin Resources first reported a position in Utah Medical Products in Q1 2021 and held it in 13 quarters.
Franklin Resources's Utah Medical Products position peaked at $4.19M in Q4 2022.
100 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2024.

Based on Franklin Resources's 13F filing for Q2 2024, filed 14 Aug 2024.