Northwestern Mutual Wealth Management
UTMD icon

Northwestern Mutual Wealth Management’s Utah Medical Products UTMD Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-1
Closed -$71 – 3833
2024
Q1 		$71 Buy
+1
New +$75 ﹤0.01% 3452
2022
Q1 		– Sell
-1
Closed – – 3414
2021
Q4 		$0 Buy
+1
New +$102 ﹤0.01% 3349
2019
Q4 		– Sell
-16
Closed -$2K – 2627
2019
Q3 		$2K Buy
+16
New +$1.49K ﹤0.01% 2299

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
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
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
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Northwestern Mutual Wealth Management's UTMD Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Utah Medical Products (UTMD) in Q2 2024, closing a stake of 1 share — an estimated $71 sold.

Northwestern Mutual Wealth Management first reported a position in UTMD in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 100 funds tracked by Wall St. Rank hold UTMD as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Utah Medical Products position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1 Utah Medical Products share in Q2 2024, an estimated $71.
  • Northwestern Mutual Wealth Management first reported a position in Utah Medical Products in Q3 2019 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Utah Medical Products position peaked at $2K in Q3 2019.
  • 100 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.