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Heartland Advisors’s Universal Technical Institute UTI Stock Holding History

Heartland Advisors’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
2017
Q3 		– Sell
-427,044
Closed -$1.52M – 205
2017
Q2 		$1.52M Sell
427,044
-336,481
-44% -$1.21M 0.1% 166
2017
Q1 		$2.63M Sell
763,525
-236,475
-24% -$800K 0.16% 166
2016
Q4 		$2.91M Sell
1,000,000
-343,620
-26% -$793K 0.16% 161
2016
Q3 		$2.39M Sell
1,343,620
-156,380
-10% -$365K 0.14% 162
2016
Q2 		$3.39M Hold
1,500,000
– – 0.19% 151
2016
Q1 		$6.46M Buy
1,500,000
+81,063
+6% +$317K 0.34% 111
2015
Q4 		$6.61M Buy
1,418,937
+582,462
+70% +$2.7M 0.27% 118
2015
Q3 		$2.94M Buy
836,475
+86,475
+12% +$484K 0.11% 177
2015
Q2 		$6.45M Buy
750,000
+250,000
+50% +$2.26M 0.18% 144
2015
Q1 		$4.8M Hold
500,000
– – 0.12% 168
2014
Q4 		$4.92M Hold
500,000
– – 0.1% 188
2014
Q3 		$4.67M Hold
500,000
– – 0.09% 187
2014
Q2 		$6.07M Buy
500,000
+173,482
+53% +$2.06M 0.11% 175
2014
Q1 		$4.23M Buy
326,518
+86,285
+36% +$1.13M 0.07% 198
2013
Q4 		$3.34M Hold
240,233
– – 0.06% 210
2013
Q3 		$2.91M Hold
240,233
– – 0.05% 214
2013
Q2 		$2.48M Buy
+240,233
New +$2.77M 0.05% 229

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

Heartland Advisors's UTI Position: Q3 2017 in Review

Heartland Advisors sold out of Universal Technical Institute (UTI) in Q3 2017, closing a stake of 427,044 shares — an estimated $1.52M sold.

Heartland Advisors first reported a position in UTI in Q2 2013 and held it in 17 quarters. The position peaked at $6.61M in Q4 2015. 47 funds tracked by Wall St. Rank hold UTI as of Q3 2017.

  • Heartland Advisors reported no remaining Universal Technical Institute position as of Q3 2017 after selling out during the quarter.
  • Heartland Advisors sold 427,044 Universal Technical Institute shares in Q3 2017, an estimated $1.52M.
  • Heartland Advisors first reported a position in Universal Technical Institute in Q2 2013 and held it in 17 quarters.
  • Heartland Advisors's Universal Technical Institute position peaked at $6.61M in Q4 2015.
  • 47 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2017.

Based on Heartland Advisors's 13F filing for Q3 2017, filed 25 Oct 2017.