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O'Shaughnessy Asset Management’s Universal Technical Institute UTI Stock Holding History

O'Shaughnessy 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
2025
Q4 		– Sell
-6,594
Closed -$215K – 2752
2025
Q3 		$215K Buy
+6,594
New +$194K ﹤0.01% 1934
2021
Q4 		– Sell
-1,008
Closed -$7K – 2439
2021
Q3 		$7K Hold
1,008
– – ﹤0.01% 2263
2021
Q2 		$7K Sell
1,008
-4,012
-80% -$23.7K ﹤0.01% 2087
2021
Q1 		$29K Sell
5,020
-21,958
-81% -$136K ﹤0.01% 1564
2020
Q4 		$174K Sell
26,978
-15,208
-36% -$87.1K ﹤0.01% 872
2020
Q3 		$214K Sell
42,186
-8,762
-17% -$61.6K 0.01% 676
2020
Q2 		$354K Buy
50,948
+3,764
+8% +$24.7K 0.01% 486
2020
Q1 		$280K Buy
47,184
+34,434
+270% +$244K 0.01% 382
2019
Q4 		$98K Buy
+12,750
New +$76.8K ﹤0.01% 804

Other funds holding UTI

CCM
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return