Monarch Partners Asset Management’s Universal Technical Institute UTI Stock Holding History

Monarch Partners Asset Management’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
2022 Q4	$2.4M	Sell	357,010 -96,278	-21%	-$636K	0.71%	64
2022 Q3	$2.47M	Buy	453,288 +60,945	+16%	+$426K	0.74%	63
2022 Q2	$2.8M	Buy	392,343 +130,444	+50%	+$1.15M	0.78%	51
2022 Q1	$2.32M	Buy	+261,899	New	+$2.15M	0.52%	90
2021 Q1	–	Sell	-134,999	Closed	-$872K	–	191
2020 Q4	$872K	Sell	134,999 -59,716	-31%	-$342K	0.15%	149
2020 Q3	$989K	Buy	194,715 +62,760	+48%	+$441K	0.22%	119
2020 Q2	$917K	Sell	131,955 -13,755	-9%	-$90.3K	0.22%	95
2020 Q1	$867K	Buy	+145,710	New	+$1.03M	0.3%	69

Other funds holding UTI

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Monarch Partners Asset Management's UTI Position: Q4 2022 in Review

Monarch Partners Asset Management reduced its Universal Technical Institute (UTI) stake by 21% in Q4 2022, selling an estimated $636K and leaving 357,010 shares worth $2.4M. The position accounts for 0.71% of the portfolio, ranked #64.

Monarch Partners Asset Management first reported a position in UTI in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.8M in Q2 2022. 98 funds tracked by Wall St. Rank hold UTI as of Q4 2022.

Monarch Partners Asset Management held 357,010 shares of Universal Technical Institute worth $2.4M as of Q4 2022.
Monarch Partners Asset Management sold 96,278 Universal Technical Institute shares in Q4 2022, an estimated $636K.
Universal Technical Institute made up 0.71% of Monarch Partners Asset Management's portfolio in Q4 2022, its #64 holding.
Monarch Partners Asset Management first reported a position in Universal Technical Institute in Q1 2020 and has held it in 8 quarters since.
Monarch Partners Asset Management's Universal Technical Institute position peaked at $2.8M in Q2 2022.
98 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.