JPWM
UTI icon

Jamison Private Wealth Management’s Universal Technical Institute UTI Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-4,000
Closed – – 459
2024
Q3 		$0 Hold
4,000
– – ﹤0.01% 503
2024
Q2 		$0 Hold
4,000
– – ﹤0.01% 533
2024
Q1 		$0 Buy
+4,000
New +$58.1K ﹤0.01% 525

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Jamison Private Wealth Management's UTI Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Universal Technical Institute (UTI) in Q4 2024, closing a stake of 4,000 shares.

Jamison Private Wealth Management first reported a position in UTI in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 201 funds tracked by Wall St. Rank hold UTI as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Universal Technical Institute position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 4,000 Universal Technical Institute shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Universal Technical Institute in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Universal Technical Institute position peaked at $0 in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.