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IQ EQ Fund Management’s Universal Technical Institute UTI Stock Holding History

IQ EQ Fund 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
2023
Q1 		– Sell
-14,207
Closed -$95.5K – 248
2022
Q4 		$95.5K Hold
14,207
– – 0.02% 224
2022
Q3 		$77K Buy
+14,207
New +$99.4K 0.02% 208

Other funds holding UTI

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IQ EQ Fund Management's UTI Position: Q1 2023 in Review

IQ EQ Fund Management sold out of Universal Technical Institute (UTI) in Q1 2023, closing a stake of 14,207 shares — an estimated $95.5K sold.

IQ EQ Fund Management first reported a position in UTI in Q3 2022 and held it in 2 quarters. The position peaked at $95.5K in Q4 2022. 100 funds tracked by Wall St. Rank hold UTI as of Q1 2023.

  • IQ EQ Fund Management reported no remaining Universal Technical Institute position as of Q1 2023 after selling out during the quarter.
  • IQ EQ Fund Management sold 14,207 Universal Technical Institute shares in Q1 2023, an estimated $95.5K.
  • IQ EQ Fund Management first reported a position in Universal Technical Institute in Q3 2022 and held it in 2 quarters.
  • IQ EQ Fund Management's Universal Technical Institute position peaked at $95.5K in Q4 2022.
  • 100 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2023.

Based on IQ EQ Fund Management's 13F filing for Q1 2023, filed 10 May 2023.