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Legato Capital Management’s Utah Medical Products UTMD Stock Holding History

Legato Capital Management’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
2023
Q3 		– Sell
-2,416
Closed -$225K – 649
2023
Q2 		$225K Buy
2,416
+49
+2% +$4.62K 0.03% 512
2023
Q1 		$224K Hold
2,367
– – 0.04% 434
2022
Q4 		$238K Buy
+2,367
New +$216K 0.05% 430
2021
Q3 		– Sell
-5,559
Closed -$473K – 314
2021
Q2 		$473K Buy
+5,559
New +$481K 0.07% 246

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legato Capital Management's UTMD Position: Q3 2023 in Review

Legato Capital Management sold out of Utah Medical Products (UTMD) in Q3 2023, closing a stake of 2,416 shares — an estimated $225K sold.

Legato Capital Management first reported a position in UTMD in Q2 2021 and held it in 4 quarters. The position peaked at $473K in Q2 2021. 91 funds tracked by Wall St. Rank hold UTMD as of Q3 2023.

  • Legato Capital Management reported no remaining Utah Medical Products position as of Q3 2023 after selling out during the quarter.
  • Legato Capital Management sold 2,416 Utah Medical Products shares in Q3 2023, an estimated $225K.
  • Legato Capital Management first reported a position in Utah Medical Products in Q2 2021 and held it in 4 quarters.
  • Legato Capital Management's Utah Medical Products position peaked at $473K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2023.

Based on Legato Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.