Janney Montgomery Scott
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Janney Montgomery Scott’s Utah Medical Products UTMD Stock Holding History

Janney Montgomery Scott’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
2020
Q4 		– Sell
-7,571
Closed -$605K – 2279
2020
Q3 		$605K Buy
7,571
+494
+7% +$41K ﹤0.01% 1344
2020
Q2 		$627K Buy
7,077
+784
+12% +$70.4K ﹤0.01% 1257
2020
Q1 		$592K Buy
6,293
+207
+3% +$19.2K ﹤0.01% 1140
2019
Q4 		$657K Buy
6,086
+959
+19% +$97.2K ﹤0.01% 1287
2019
Q3 		$491K Buy
5,127
+92
+2% +$8.55K ﹤0.01% 1399
2019
Q2 		$482K Buy
5,035
+372
+8% +$31.3K ﹤0.01% 1450
2019
Q1 		$412K Sell
4,663
-1,020
-18% -$89.7K ﹤0.01% 1497
2018
Q4 		$472K Buy
5,683
+688
+14% +$60.6K ﹤0.01% 1333
2018
Q3 		$471K Buy
4,995
+786
+19% +$75.1K ﹤0.01% 1476
2018
Q2 		$464K Buy
4,209
+66
+2% +$6.89K ﹤0.01% 1438
2018
Q1 		$410K Sell
4,143
-1,535
-27% -$137K ﹤0.01% 1430
2017
Q4 		$462K Sell
5,678
-189
-3% -$14.8K ﹤0.01% 1345
2017
Q3 		$432K Buy
5,867
+1,920
+49% +$138K ﹤0.01% 1335
2017
Q2 		$286K Buy
3,947
+335
+9% +$22K ﹤0.01% 1459
2017
Q1 		$225K Buy
3,612
+664
+23% +$41.8K ﹤0.01% 1559
2016
Q4 		$214K Buy
+2,948
New +$192K ﹤0.01% 1512

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

Janney Montgomery Scott's UTMD Position: Q4 2020 in Review

Janney Montgomery Scott sold out of Utah Medical Products (UTMD) in Q4 2020, closing a stake of 7,571 shares — an estimated $605K sold.

Janney Montgomery Scott first reported a position in UTMD in Q4 2016 and held it in 16 quarters. The position peaked at $657K in Q4 2019. 77 funds tracked by Wall St. Rank hold UTMD as of Q4 2020.

  • Janney Montgomery Scott reported no remaining Utah Medical Products position as of Q4 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,571 Utah Medical Products shares in Q4 2020, an estimated $605K.
  • Janney Montgomery Scott first reported a position in Utah Medical Products in Q4 2016 and held it in 16 quarters.
  • Janney Montgomery Scott's Utah Medical Products position peaked at $657K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2020.

Based on Janney Montgomery Scott's 13F filing for Q4 2020, filed 25 Jan 2021.