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Occudo Quantitative Strategies’s Universal Technical Institute UTI Stock Holding History

Occudo Quantitative Strategies’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
2024
Q2 		– Sell
-44,853
Closed -$715K – 1015
2024
Q1 		$715K Buy
44,853
+13,638
+44% +$198K 0.12% 230
2023
Q4 		$391K Buy
+31,215
New +$317K 0.05% 461

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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Occudo Quantitative Strategies's UTI Position: Q2 2024 in Review

Occudo Quantitative Strategies sold out of Universal Technical Institute (UTI) in Q2 2024, closing a stake of 44,853 shares — an estimated $715K sold.

Occudo Quantitative Strategies first reported a position in UTI in Q4 2023 and held it in 2 quarters. The position peaked at $715K in Q1 2024. 176 funds tracked by Wall St. Rank hold UTI as of Q2 2024.

  • Occudo Quantitative Strategies reported no remaining Universal Technical Institute position as of Q2 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 44,853 Universal Technical Institute shares in Q2 2024, an estimated $715K.
  • Occudo Quantitative Strategies first reported a position in Universal Technical Institute in Q4 2023 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Universal Technical Institute position peaked at $715K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.