Hillsdale Investment Management’s Universal Technical Institute UTI Stock Holding History

Hillsdale Investment Management’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
2025 Q3	–	Sell	-240	Closed	-$8.13K	–	742
2025 Q2	$8.13K	Sell	240 -50	-17%	-$1.57K	﹤0.01%	534
2025 Q1	$7.45K	Sell	290 -60	-17%	-$1.62K	﹤0.01%	503
2024 Q4	$9K	Sell	350 -100	-22%	-$2.08K	﹤0.01%	489
2024 Q3	$7.32K	Hold	450	–	–	﹤0.01%	525
2024 Q2	$7.08K	Sell	450 -50	-10%	-$749	﹤0.01%	507
2024 Q1	$7.97K	Hold	500	–	–	﹤0.01%	484
2023 Q4	$6.26K	Buy	+500	New	+$5.07K	﹤0.01%	491
2022 Q3	–	Sell	-477,446	Closed	-$3.4M	–	616
2022 Q2	$3.4M	Buy	+477,446	New	+$4.21M	0.27%	137
2020 Q3	–	Sell	-428,200	Closed	-$2.98M	–	661
2020 Q2	$2.98M	Buy	428,200 +7,200	+2%	+$47.3K	0.27%	110
2020 Q1	$2.5M	Buy	+421,000	New	+$2.98M	0.3%	100

Other funds holding UTI

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Hillsdale Investment Management's UTI Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 240 shares — an estimated $8.13K sold.

Hillsdale Investment Management first reported a position in UTI in Q1 2020 and held it in 10 quarters. The position peaked at $3.4M in Q2 2022. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

Hillsdale Investment Management reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
Hillsdale Investment Management sold 240 Universal Technical Institute shares in Q3 2025, an estimated $8.13K.
Hillsdale Investment Management first reported a position in Universal Technical Institute in Q1 2020 and held it in 10 quarters.
Hillsdale Investment Management's Universal Technical Institute position peaked at $3.4M in Q2 2022.
243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.