HealthInvest Partners’s Utah Medical Products UTMD Stock Holding History

HealthInvest 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
2022 Q4	$9.45M	Buy	94,000 +8,000	+9%	+$730K	18.25%	1
2022 Q3	$7.34M	Hold	86,000	–	–	15.5%	1
2022 Q2	$7.39M	Buy	86,000 +30,000	+54%	+$2.56M	17.03%	1
2022 Q1	$5.03M	Buy	56,000 +16,000	+40%	+$1.47M	8.01%	9
2021 Q4	$4M	Sell	40,000 -2,000	-5%	-$204K	5.64%	8
2021 Q3	$3.9M	Buy	+42,000	New	+$3.71M	5.84%	7

Other funds holding UTMD

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

RHJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

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

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

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

HealthInvest Partners's UTMD Position: Q4 2022 in Review

HealthInvest Partners increased its Utah Medical Products (UTMD) stake by 9.3% in Q4 2022, buying an estimated $730K and bringing the position to 94,000 shares worth $9.45M. The position accounts for 18.25% of the portfolio, ranked #1.

HealthInvest Partners first reported a position in UTMD in Q3 2021 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold UTMD as of Q4 2022.

HealthInvest Partners held 94,000 shares of Utah Medical Products worth $9.45M as of Q4 2022.
HealthInvest Partners bought 8,000 Utah Medical Products shares in Q4 2022, an estimated $730K.
Utah Medical Products made up 18.25% of HealthInvest Partners's portfolio in Q4 2022, its #1 holding.
HealthInvest Partners first reported a position in Utah Medical Products in Q3 2021 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2022.

Based on HealthInvest Partners's 13F filing for Q4 2022, filed 14 Feb 2023.