Penn Mutual Asset Management’s Utah Medical Products UTMD Stock Holding History

Penn Mutual 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
2024 Q3	–	Sell	-6,298	Closed	-$421K	–	75
2024 Q2	$421K	Sell	6,298 -6,600	-51%	-$449K	0.89%	29
2024 Q1	$917K	Sell	12,898 -40,195	-76%	-$3.01M	1.96%	10
2023 Q4	$4.47M	Buy	53,093 +16,810	+46%	+$1.39M	3.45%	4
2023 Q3	$3.12M	Buy	36,283 +6,000	+20%	+$554K	2.93%	9
2023 Q2	$2.82M	Buy	30,283 +16,335	+117%	+$1.54M	2.54%	13
2023 Q1	$1.32M	Buy	13,948 +11,648	+506%	+$1.07M	1.25%	30
2022 Q4	$231K	Buy	+2,300	New	+$210K	0.26%	56

Other funds holding UTMD

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

RIM

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Penn Mutual Asset Management's UTMD Position: Q3 2024 in Review

Penn Mutual Asset Management sold out of Utah Medical Products (UTMD) in Q3 2024, closing a stake of 6,298 shares — an estimated $421K sold.

Penn Mutual Asset Management first reported a position in UTMD in Q4 2022 and held it in 7 quarters. The position peaked at $4.47M in Q4 2023. 110 funds tracked by Wall St. Rank hold UTMD as of Q3 2024.

Penn Mutual Asset Management reported no remaining Utah Medical Products position as of Q3 2024 after selling out during the quarter.
Penn Mutual Asset Management sold 6,298 Utah Medical Products shares in Q3 2024, an estimated $421K.
Penn Mutual Asset Management first reported a position in Utah Medical Products in Q4 2022 and held it in 7 quarters.
Penn Mutual Asset Management's Utah Medical Products position peaked at $4.47M in Q4 2023.
110 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2024.

Based on Penn Mutual Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.