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HeadInvest LLC’s Universal Technical Institute UTI Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-1,000
Closed -$8.38K – 674
2023
Q3 		$8.38K Buy
+1,000
New +$7.79K ﹤0.01% 573

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

HeadInvest LLC's UTI Position: Q4 2023 in Review

HeadInvest LLC sold out of Universal Technical Institute (UTI) in Q4 2023, closing a stake of 1,000 shares — an estimated $8.38K sold.

HeadInvest LLC first reported a position in UTI in Q3 2023 and held it in 1 quarter. The position peaked at $8.38K in Q3 2023. 130 funds tracked by Wall St. Rank hold UTI as of Q4 2023.

  • HeadInvest LLC reported no remaining Universal Technical Institute position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 1,000 Universal Technical Institute shares in Q4 2023, an estimated $8.38K.
  • HeadInvest LLC first reported a position in Universal Technical Institute in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Universal Technical Institute position peaked at $8.38K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.