GRP
UTMD icon

Global Retirement Partners’s Utah Medical Products UTMD Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-22
Closed -$1.83K – 3484
2023
Q4 		$1.83K Buy
22
+2
+10% +$166 ﹤0.01% 2713
2023
Q3 		$1.75K Hold
20
– – ﹤0.01% 2582
2023
Q2 		$1.86K Hold
20
– – ﹤0.01% 2575
2023
Q1 		$1.86K Buy
+20
New +$1.84K ﹤0.01% 2531

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Global Retirement Partners's UTMD Position: Q1 2024 in Review

Global Retirement Partners sold out of Utah Medical Products (UTMD) in Q1 2024, closing a stake of 22 shares — an estimated $1.83K sold.

Global Retirement Partners first reported a position in UTMD in Q1 2023 and held it in 4 quarters. The position peaked at $1.86K in Q1 2023. 100 funds tracked by Wall St. Rank hold UTMD as of Q1 2024.

  • Global Retirement Partners reported no remaining Utah Medical Products position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 22 Utah Medical Products shares in Q1 2024, an estimated $1.83K.
  • Global Retirement Partners first reported a position in Utah Medical Products in Q1 2023 and held it in 4 quarters.
  • Global Retirement Partners's Utah Medical Products position peaked at $1.86K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.