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James Investment Research’s Utah Medical Products UTMD Stock Holding History

James Investment Research’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
2024
Q1 		– Sell
-4,292
Closed -$361K – 332
2023
Q4 		$361K Hold
4,292
– – 0.05% 233
2023
Q3 		$369K Hold
4,292
– – 0.05% 218
2023
Q2 		$400K Hold
4,292
– – 0.05% 208
2023
Q1 		$407K Buy
4,292
+22
+0.5% +$2.02K 0.05% 205
2022
Q4 		$429K Hold
4,270
– – 0.06% 189
2022
Q3 		$364K Hold
4,270
– – 0.05% 204
2022
Q2 		$367K Hold
4,270
– – 0.05% 204
2022
Q1 		$384K Buy
+4,270
New +$393K 0.04% 220

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

James Investment Research's UTMD Position: Q1 2024 in Review

James Investment Research sold out of Utah Medical Products (UTMD) in Q1 2024, closing a stake of 4,292 shares — an estimated $361K sold.

James Investment Research first reported a position in UTMD in Q1 2022 and held it in 8 quarters. The position peaked at $429K in Q4 2022. 100 funds tracked by Wall St. Rank hold UTMD as of Q1 2024.

  • James Investment Research reported no remaining Utah Medical Products position as of Q1 2024 after selling out during the quarter.
  • James Investment Research sold 4,292 Utah Medical Products shares in Q1 2024, an estimated $361K.
  • James Investment Research first reported a position in Utah Medical Products in Q1 2022 and held it in 8 quarters.
  • James Investment Research's Utah Medical Products position peaked at $429K in Q4 2022.
  • 100 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2024.

Based on James Investment Research's 13F filing for Q1 2024, filed 1 May 2024.