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

Oberweis 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
Q3 		– Sell
-80,000
Closed -$570K – 184
2022
Q2 		$570K Sell
80,000
-1,300
-2% -$11.5K 0.14% 107
2022
Q1 		$720K Buy
+81,300
New +$667K 0.14% 106

Other funds holding UTI

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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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oberweis Asset Management's UTI Position: Q3 2022 in Review

Oberweis Asset Management sold out of Universal Technical Institute (UTI) in Q3 2022, closing a stake of 80,000 shares — an estimated $570K sold.

Oberweis Asset Management first reported a position in UTI in Q1 2022 and held it in 2 quarters. The position peaked at $720K in Q1 2022. 99 funds tracked by Wall St. Rank hold UTI as of Q3 2022.

  • Oberweis Asset Management reported no remaining Universal Technical Institute position as of Q3 2022 after selling out during the quarter.
  • Oberweis Asset Management sold 80,000 Universal Technical Institute shares in Q3 2022, an estimated $570K.
  • Oberweis Asset Management first reported a position in Universal Technical Institute in Q1 2022 and held it in 2 quarters.
  • Oberweis Asset Management's Universal Technical Institute position peaked at $720K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2022.

Based on Oberweis Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.