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Lindbrook Capital’s Universal Technical Institute UTI Stock Holding History

Lindbrook Capital’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
2025
Q1 		$257 Buy
10
+1
+11% +$27 ﹤0.01% 2693
2024
Q4 		$231 Buy
9
+5
+125% +$104 ﹤0.01% 2708
2024
Q3 		$65 Hold
4
– – ﹤0.01% 2799
2024
Q2 		$63 Buy
+4
New +$60 ﹤0.01% 2726

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's UTI Position: Q1 2025 in Review

Lindbrook Capital increased its Universal Technical Institute (UTI) stake by 11% in Q1 2025, buying an estimated $27 and bringing the position to 10 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

Lindbrook Capital first reported a position in UTI in Q2 2024 and has held it in 4 quarters since. 225 funds tracked by Wall St. Rank hold UTI as of Q1 2025.

  • Lindbrook Capital held 10 shares of Universal Technical Institute worth $257 as of Q1 2025.
  • Lindbrook Capital bought 1 Universal Technical Institute share in Q1 2025, an estimated $27.
  • Universal Technical Institute made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2693 holding.
  • Lindbrook Capital first reported a position in Universal Technical Institute in Q2 2024 and has held it in 4 quarters since.
  • 225 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.