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NewEdge Advisors’s Utah Medical Products UTMD Stock Holding History

NewEdge Advisors’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
2023
Q3 		– Sell
-28
Closed -$2.61K – 3661
2023
Q2 		$2.61K Sell
28
-56
-67% -$5.28K ﹤0.01% 3016
2023
Q1 		$7.98K Sell
84
-528
-86% -$48.5K ﹤0.01% 2638
2022
Q4 		$53.1K Buy
+612
New +$55.9K ﹤0.01% 1691

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's UTMD Position: Q3 2023 in Review

NewEdge Advisors sold out of Utah Medical Products (UTMD) in Q3 2023, closing a stake of 28 shares — an estimated $2.61K sold.

NewEdge Advisors first reported a position in UTMD in Q4 2022 and held it in 3 quarters. The position peaked at $53.1K in Q4 2022. 91 funds tracked by Wall St. Rank hold UTMD as of Q3 2023.

  • NewEdge Advisors reported no remaining Utah Medical Products position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 28 Utah Medical Products shares in Q3 2023, an estimated $2.61K.
  • NewEdge Advisors first reported a position in Utah Medical Products in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Utah Medical Products position peaked at $53.1K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.