Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Universal Technical Institute UTI Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-117,600	Closed	-$838K	–	1693
2022 Q2	$838K	Sell	117,600 -52,100	-31%	-$459K	﹤0.01%	993
2022 Q1	$1.5M	Buy	+169,700	New	+$1.39M	0.01%	1007
2021 Q4	–	Sell	-49,000	Closed	-$331K	–	1940
2021 Q3	$331K	Hold	49,000	–	–	﹤0.01%	1275
2021 Q2	$318K	Buy	+49,000	New	+$289K	﹤0.01%	1386

Other funds holding UTI

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UTI Position: Q3 2022 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Universal Technical Institute (UTI) in Q3 2022, closing a stake of 117,600 shares — an estimated $838K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UTI in Q2 2021 and held it in 4 quarters. The position peaked at $1.5M in Q1 2022. 99 funds tracked by Wall St. Rank hold UTI as of Q3 2022.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Universal Technical Institute position as of Q3 2022 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 117,600 Universal Technical Institute shares in Q3 2022, an estimated $838K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Universal Technical Institute in Q2 2021 and held it in 4 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Universal Technical Institute position peaked at $1.5M in Q1 2022.
99 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2022.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2022, filed 14 Nov 2022.