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Oak Family Advisors’s Universal Technical Institute UTI Stock Holding History

Oak Family Advisors’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
-10,939
Closed -$281K – 141
2024
Q4 		$281K Sell
10,939
-26,248
-71% -$546K 0.1% 86
2024
Q3 		$605K Sell
37,187
-2,151
-5% -$36.9K 0.19% 84
2024
Q2 		$619K Sell
39,338
-14,744
-27% -$221K 0.21% 79
2024
Q1 		$862K Sell
54,082
-2,431
-4% -$35.3K 0.33% 66
2023
Q4 		$708K Sell
56,513
-1,849
-3% -$18.8K 0.3% 72
2023
Q3 		$489K Sell
58,362
-6,616
-10% -$51.5K 0.23% 75
2023
Q2 		$449K Buy
64,978
+1,436
+2% +$9.67K 0.21% 81
2023
Q1 		$469K Sell
63,542
-5,982
-9% -$42.7K 0.23% 77
2022
Q4 		$467K Sell
69,524
-34,053
-33% -$225K 0.25% 78
2022
Q3 		$563K Buy
103,577
+53,267
+106% +$373K 0.3% 59
2022
Q2 		$359K Buy
50,310
+1,243
+3% +$11K 0.18% 85
2022
Q1 		$434K Buy
49,067
+4,036
+9% +$33.1K 0.17% 86
2021
Q4 		$352K Buy
45,031
+879
+2% +$6.56K 0.13% 104
2021
Q3 		$298K Buy
+44,152
New +$288K 0.11% 116

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

Oak Family Advisors's UTI Position: Q1 2025 in Review

Oak Family Advisors sold out of Universal Technical Institute (UTI) in Q1 2025, closing a stake of 10,939 shares — an estimated $281K sold.

Oak Family Advisors first reported a position in UTI in Q3 2021 and held it in 14 quarters. The position peaked at $862K in Q1 2024. 225 funds tracked by Wall St. Rank hold UTI as of Q1 2025.

  • Oak Family Advisors reported no remaining Universal Technical Institute position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 10,939 Universal Technical Institute shares in Q1 2025, an estimated $281K.
  • Oak Family Advisors first reported a position in Universal Technical Institute in Q3 2021 and held it in 14 quarters.
  • Oak Family Advisors's Universal Technical Institute position peaked at $862K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.