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Morse Asset Management’s Universal Technical Institute UTI Stock Holding History

Morse 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
2025
Q1 		– Sell
-4,300
Closed -$111K – 382
2024
Q4 		$111K Sell
4,300
-5,025
-54% -$105K 0.03% 176
2024
Q3 		$152K Buy
+9,325
New +$160K 0.03% 186

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
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

Morse Asset Management's UTI Position: Q1 2025 in Review

Morse Asset Management sold out of Universal Technical Institute (UTI) in Q1 2025, closing a stake of 4,300 shares — an estimated $111K sold.

Morse Asset Management first reported a position in UTI in Q3 2024 and held it in 2 quarters. The position peaked at $152K in Q3 2024. 225 funds tracked by Wall St. Rank hold UTI as of Q1 2025.

  • Morse Asset Management reported no remaining Universal Technical Institute position as of Q1 2025 after selling out during the quarter.
  • Morse Asset Management sold 4,300 Universal Technical Institute shares in Q1 2025, an estimated $111K.
  • Morse Asset Management first reported a position in Universal Technical Institute in Q3 2024 and held it in 2 quarters.
  • Morse Asset Management's Universal Technical Institute position peaked at $152K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2025.

Based on Morse Asset Management's 13F filing for Q1 2025, filed 5 May 2025.