Loomis, Sayles & Company
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Loomis, Sayles & Company’s Utah Medical Products UTMD Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-330
Closed -$22K – 748
2024
Q2 		$22K Sell
330
-14,547
-98% -$990K ﹤0.01% 669
2024
Q1 		$1.06M Sell
14,877
-29,562
-67% -$2.22M ﹤0.01% 459
2023
Q4 		$3.74M Sell
44,439
-1,589
-3% -$132K 0.01% 419
2023
Q3 		$3.96M Sell
46,028
-4,154
-8% -$383K 0.01% 406
2023
Q2 		$4.68M Sell
50,182
-1,338
-3% -$126K 0.01% 402
2023
Q1 		$4.88M Sell
51,520
-884
-2% -$81.3K 0.01% 402
2022
Q4 		$5.27M Sell
52,404
-450
-0.9% -$41.1K 0.01% 372
2022
Q3 		$4.51M Sell
52,854
-5,548
-9% -$490K 0.01% 366
2022
Q2 		$5.02M Sell
58,402
-354
-0.6% -$30.2K 0.01% 399
2022
Q1 		$5.28M Sell
58,756
-1,857
-3% -$171K 0.01% 415
2021
Q4 		$6.06M Sell
60,613
-935
-2% -$95.4K 0.01% 411
2021
Q3 		$5.71M Sell
61,548
-124
-0.2% -$11K 0.01% 419
2021
Q2 		$5.24M Buy
61,672
+21,302
+53% +$1.84M 0.01% 417
2021
Q1 		$3.5M Sell
40,370
-2,007
-5% -$177K ﹤0.01% 431
2020
Q4 		$3.57M Sell
42,377
-838
-2% -$71.4K ﹤0.01% 428
2020
Q3 		$3.45M Buy
43,215
+5,498
+15% +$456K 0.01% 405
2020
Q2 		$3.34M Buy
37,717
+5,545
+17% +$498K 0.01% 409
2020
Q1 		$3.02M Sell
32,172
-18,334
-36% -$1.7M 0.01% 418
2019
Q4 		$5.45M Sell
50,506
-3,035
-6% -$307K 0.01% 407
2019
Q3 		$5.13M Sell
53,541
-7,932
-13% -$737K 0.01% 403
2019
Q2 		$5.88M Sell
61,473
-2,381
-4% -$200K 0.01% 395
2019
Q1 		$5.63M Buy
63,854
+603
+1% +$53K 0.01% 410
2018
Q4 		$5.25M Buy
63,251
+5,205
+9% +$458K 0.01% 413
2018
Q3 		$5.47M Buy
+58,046
New +$5.55M 0.01% 465

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Loomis, Sayles & Company's UTMD Position: Q3 2024 in Review

Loomis, Sayles & Company sold out of Utah Medical Products (UTMD) in Q3 2024, closing a stake of 330 shares — an estimated $22K sold.

Loomis, Sayles & Company first reported a position in UTMD in Q3 2018 and held it in 24 quarters. The position peaked at $6.06M in Q4 2021. 110 funds tracked by Wall St. Rank hold UTMD as of Q3 2024.

  • Loomis, Sayles & Company reported no remaining Utah Medical Products position as of Q3 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 330 Utah Medical Products shares in Q3 2024, an estimated $22K.
  • Loomis, Sayles & Company first reported a position in Utah Medical Products in Q3 2018 and held it in 24 quarters.
  • Loomis, Sayles & Company's Utah Medical Products position peaked at $6.06M in Q4 2021.
  • 110 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2024.

Based on Loomis, Sayles & Company's 13F filing for Q3 2024, filed 13 Nov 2024.