Parametric Portfolio Associates’s Utah Medical Products UTMD Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	$840K	Buy	9,345 +1,496	+19%	+$138K	﹤0.01%	2856
2021 Q4	$785K	Sell	7,849 -7	-0.1%	-$714	﹤0.01%	2883
2021 Q3	$729K	Buy	7,856 +1,077	+16%	+$95.1K	﹤0.01%	2936
2021 Q2	$576K	Hold	6,779	–	–	﹤0.01%	3023
2021 Q1	$587K	Buy	+6,779	New	+$596K	﹤0.01%	3421
2018 Q4	–	Sell	-12,541	Closed	-$1.18M	–	3964
2018 Q3	$1.18M	Buy	+12,541	New	+$1.2M	﹤0.01%	2999

Other funds holding UTMD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Parametric Portfolio Associates's UTMD Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Utah Medical Products (UTMD) stake by 19% in Q1 2022, buying an estimated $138K and bringing the position to 9,345 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Parametric Portfolio Associates first reported a position in UTMD in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.18M in Q3 2018. 85 funds tracked by Wall St. Rank hold UTMD as of Q1 2022.

Parametric Portfolio Associates held 9,345 shares of Utah Medical Products worth $840K as of Q1 2022.
Parametric Portfolio Associates bought 1,496 Utah Medical Products shares in Q1 2022, an estimated $138K.
Utah Medical Products made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2856 holding.
Parametric Portfolio Associates first reported a position in Utah Medical Products in Q3 2018 and has held it in 6 quarters since.
Parametric Portfolio Associates's Utah Medical Products position peaked at $1.18M in Q3 2018.
85 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.