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IndexIQ Advisors’s Utah Medical Products UTMD Stock Holding History

IndexIQ Advisors’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
2021
Q1 		– Sell
-2,227
Closed -$188K – 1319
2020
Q4 		$188K Buy
2,227
+230
+12% +$19.6K 0.01% 929
2020
Q3 		$160K Buy
1,997
+109
+6% +$9.04K 0.01% 811
2020
Q2 		$167K Sell
1,888
-203
-10% -$18.2K 0.01% 752
2020
Q1 		$197K Buy
+2,091
New +$194K 0.01% 324

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IndexIQ Advisors's UTMD Position: Q1 2021 in Review

IndexIQ Advisors sold out of Utah Medical Products (UTMD) in Q1 2021, closing a stake of 2,227 shares — an estimated $188K sold.

IndexIQ Advisors first reported a position in UTMD in Q1 2020 and held it in 4 quarters. The position peaked at $197K in Q1 2020. 79 funds tracked by Wall St. Rank hold UTMD as of Q1 2021.

  • IndexIQ Advisors reported no remaining Utah Medical Products position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 2,227 Utah Medical Products shares in Q1 2021, an estimated $188K.
  • IndexIQ Advisors first reported a position in Utah Medical Products in Q1 2020 and held it in 4 quarters.
  • IndexIQ Advisors's Utah Medical Products position peaked at $197K in Q1 2020.
  • 79 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.