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Markel Group’s Universal Technical Institute UTI Stock Holding History

Markel Group’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
2014
Q3 		– Sell
-33,800
Closed -$410K – 105
2014
Q2 		$410K Sell
33,800
-15,200
-31% -$180K 0.01% 102
2014
Q1 		$635K Buy
49,000
+26,000
+113% +$342K 0.02% 100
2013
Q4 		$320K Buy
+23,000
New +$305K 0.01% 108

Other funds holding UTI

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Markel Group's UTI Position: Q3 2014 in Review

Markel Group sold out of Universal Technical Institute (UTI) in Q3 2014, closing a stake of 33,800 shares — an estimated $410K sold.

Markel Group first reported a position in UTI in Q4 2013 and held it in 3 quarters. The position peaked at $635K in Q1 2014. 90 funds tracked by Wall St. Rank hold UTI as of Q3 2014.

  • Markel Group reported no remaining Universal Technical Institute position as of Q3 2014 after selling out during the quarter.
  • Markel Group sold 33,800 Universal Technical Institute shares in Q3 2014, an estimated $410K.
  • Markel Group first reported a position in Universal Technical Institute in Q4 2013 and held it in 3 quarters.
  • Markel Group's Universal Technical Institute position peaked at $635K in Q1 2014.
  • 90 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2014.

Based on Markel Group's 13F filing for Q3 2014, filed 12 Nov 2014.