Jacobs Levy Equity Management’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
14,171
| – | – | ﹤0.01% | 887 |
|
|
2025
Q1 | $364K | Hold |
14,171
| – | – | ﹤0.01% | 957 |
|
|
2024
Q4 | $364K | Hold |
14,171
| – | – | ﹤0.01% | 852 |
|
|
2024
Q3 | $230K | Hold |
14,171
| – | – | ﹤0.01% | 909 |
|
|
2024
Q2 | $223K | Sell |
14,171
-55,240
| -80% | -$869K | ﹤0.01% | 912 |
|
|
2024
Q1 | $1.11M | Sell |
69,411
-33,643
| -33% | -$536K | ﹤0.01% | 699 |
|
|
2023
Q4 | $1.29M | Buy |
103,054
+77,419
| +302% | +$969K | 0.01% | 680 |
|
|
2023
Q3 | $215K | Sell |
25,635
-163,122
| -86% | -$1.37M | ﹤0.01% | 919 |
|
|
2023
Q2 | $1.3M | Buy |
188,757
+14,368
| +8% | +$99.3K | 0.01% | 649 |
|
|
2023
Q1 | $1.29M | Sell |
174,389
-130,304
| -43% | -$962K | 0.01% | 653 |
|
|
2022
Q4 | $2.05M | Sell |
304,693
-185,836
| -38% | -$1.25M | 0.01% | 548 |
|
|
2022
Q3 | $2.67M | Buy |
490,529
+94,619
| +24% | +$515K | 0.02% | 510 |
|
|
2022
Q2 | $2.82M | Buy |
395,910
+220,096
| +125% | +$1.57M | 0.02% | 523 |
|
|
2022
Q1 | $1.56M | Sell |
175,814
-10,896
| -6% | -$96.4K | 0.01% | 676 |
|
|
2021
Q4 | $1.46M | Sell |
186,710
-56,091
| -23% | -$439K | 0.01% | 677 |
|
|
2021
Q3 | $1.64M | Buy |
242,801
+11,356
| +5% | +$76.8K | 0.01% | 649 |
|
|
2021
Q2 | $1.5M | Buy |
231,445
+4,234
| +2% | +$27.5K | 0.01% | 656 |
|
|
2021
Q1 | $1.33M | Sell |
227,211
-52,989
| -19% | -$309K | 0.01% | 675 |
|
|
2020
Q4 | $1.81M | Sell |
280,200
-9,614
| -3% | -$62.1K | 0.02% | 597 |
|
|
2020
Q3 | $1.47M | Buy |
289,814
+35,287
| +14% | +$179K | 0.02% | 577 |
|
|
2020
Q2 | $1.77M | Buy |
254,527
+109,257
| +75% | +$759K | 0.02% | 551 |
|
|
2020
Q1 | $864K | Buy |
145,270
+121,354
| +507% | +$722K | 0.01% | 660 |
|
|
2019
Q4 | $184K | Sell |
23,916
-4,638
| -16% | -$35.7K | ﹤0.01% | 945 |
|
|
2019
Q3 | $155K | Sell |
28,554
-6,371
| -18% | -$34.6K | ﹤0.01% | 864 |
|
|
2019
Q2 | $120K | Hold |
34,925
| – | – | ﹤0.01% | 909 |
|
|
2019
Q1 | $119K | Hold |
34,925
| – | – | ﹤0.01% | 926 |
|
|
2018
Q4 | $127K | Buy |
+34,925
| New | +$127K | ﹤0.01% | 930 |
|
|
2017
Q4 | – | Sell |
-56,400
| Closed | -$196K | – | 1075 |
|
|
2017
Q3 | $196K | Sell |
56,400
-1,200
| -2% | -$4.17K | ﹤0.01% | 867 |
|
|
2017
Q2 | $206K | Buy |
57,600
+22,000
| +62% | +$78.7K | ﹤0.01% | 833 |
|
|
2017
Q1 | $123K | Buy |
35,600
+6,900
| +24% | +$23.8K | ﹤0.01% | 845 |
|
|
2016
Q4 | $84K | Buy |
+28,700
| New | +$84K | ﹤0.01% | 917 |
|
|
2015
Q4 | – | Sell |
-23,891
| Closed | -$84K | – | 879 |
|
|
2015
Q3 | $84K | Buy |
23,891
+3,691
| +18% | +$13K | ﹤0.01% | 768 |
|
|
2015
Q2 | $174K | Buy |
20,200
+3,600
| +22% | +$31K | ﹤0.01% | 738 |
|
|
2015
Q1 | $159K | Sell |
16,600
-19,018
| -53% | -$182K | ﹤0.01% | 722 |
|
|
2014
Q4 | $350K | Buy |
+35,618
| New | +$350K | 0.01% | 656 |
|
|
2014
Q3 | – | Sell |
-16,784
| Closed | -$204K | – | 913 |
|
|
2014
Q2 | $204K | Hold |
16,784
| – | – | ﹤0.01% | 760 |
|
|
2014
Q1 | $217K | Buy |
+16,784
| New | +$217K | ﹤0.01% | 809 |
|