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Panagora Asset Management’s Utah Medical Products UTMD Stock Holding History

Panagora Asset 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
2023
Q4 		– Sell
-2,643
Closed -$227K – 1292
2023
Q3 		$227K Hold
2,643
– – ﹤0.01% 1142
2023
Q2 		$246K Buy
+2,643
New +$249K ﹤0.01% 1136
2023
Q1 		– Sell
-2,737
Closed -$275K – 1546
2022
Q4 		$275K Sell
2,737
-1,375
-33% -$126K ﹤0.01% 1300
2022
Q3 		$351K Sell
4,112
-2,670
-39% -$236K ﹤0.01% 1233
2022
Q2 		$583K Hold
6,782
– – ﹤0.01% 1105
2022
Q1 		$609K Buy
6,782
+1,824
+37% +$168K ﹤0.01% 1140
2021
Q4 		$496K Hold
4,958
– – ﹤0.01% 1214
2021
Q3 		$460K Hold
4,958
– – ﹤0.01% 1344
2021
Q2 		$422K Buy
4,958
+1,498
+43% +$130K ﹤0.01% 1393
2021
Q1 		$300K Buy
3,460
+375
+12% +$33K ﹤0.01% 1567
2020
Q4 		$260K Buy
3,085
+2,342
+315% +$200K ﹤0.01% 1481
2020
Q3 		$59K Hold
743
– – ﹤0.01% 1972
2020
Q2 		$66K Hold
743
– – ﹤0.01% 1913
2020
Q1 		$70K Hold
743
– – ﹤0.01% 1805
2019
Q4 		$80K Sell
743
-950
-56% -$96.3K ﹤0.01% 1848
2019
Q3 		$162K Hold
1,693
– – ﹤0.01% 1691
2019
Q2 		$162K Hold
1,693
– – ﹤0.01% 1850
2019
Q1 		$149K Buy
+1,693
New +$149K ﹤0.01% 1789
2017
Q3 		– Sell
-469
Closed -$34K – 2494
2017
Q2 		$34K Hold
469
– – ﹤0.01% 2147
2017
Q1 		$29K Sell
469
-285
-38% -$17.9K ﹤0.01% 2108
2016
Q4 		$54K Buy
754
+747
+10,671% +$48.6K ﹤0.01% 2087
2016
Q3 		$0 Buy
+7
New +$445 ﹤0.01% 2464

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Panagora Asset Management's UTMD Position: Q4 2023 in Review

Panagora Asset Management sold out of Utah Medical Products (UTMD) in Q4 2023, closing a stake of 2,643 shares — an estimated $227K sold.

Panagora Asset Management first reported a position in UTMD in Q3 2016 and held it in 22 quarters. The position peaked at $609K in Q1 2022. 89 funds tracked by Wall St. Rank hold UTMD as of Q4 2023.

  • Panagora Asset Management reported no remaining Utah Medical Products position as of Q4 2023 after selling out during the quarter.
  • Panagora Asset Management sold 2,643 Utah Medical Products shares in Q4 2023, an estimated $227K.
  • Panagora Asset Management first reported a position in Utah Medical Products in Q3 2016 and held it in 22 quarters.
  • Panagora Asset Management's Utah Medical Products position peaked at $609K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2023.

Based on Panagora Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.