HIM
UTMD icon

Hillsdale Investment Management’s Utah Medical Products UTMD Stock Holding History

Hillsdale Investment Management’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
2023
Q4 		– Sell
-1,400
Closed -$120K – 652
2023
Q3 		$120K Buy
+1,400
New +$129K 0.01% 389
2014
Q4 		– Sell
-4,400
Closed -$215K – 595
2014
Q3 		$215K Hold
4,400
– – 0.07% 297
2014
Q2 		$226K Hold
4,400
– – 0.05% 303
2014
Q1 		$254K Hold
4,400
– – 0.07% 250
2013
Q4 		$252K Hold
4,400
– – 0.07% 262
2013
Q3 		$262K Buy
+4,400
New +$240K 0.08% 246

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's UTMD Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Utah Medical Products (UTMD) in Q4 2023, closing a stake of 1,400 shares — an estimated $120K sold.

Hillsdale Investment Management first reported a position in UTMD in Q3 2013 and held it in 6 quarters. The position peaked at $262K in Q3 2013. 89 funds tracked by Wall St. Rank hold UTMD as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Utah Medical Products position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,400 Utah Medical Products shares in Q4 2023, an estimated $120K.
  • Hillsdale Investment Management first reported a position in Utah Medical Products in Q3 2013 and held it in 6 quarters.
  • Hillsdale Investment Management's Utah Medical Products position peaked at $262K in Q3 2013.
  • 89 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.