Prelude Capital Management’s Utah Medical Products UTMD Stock Holding History

Prelude Capital 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
2019 Q1	–	Sell	-157	Closed	-$13K	–	2205
2018 Q4	$13K	Buy	+157	New	+$13.8K	﹤0.01%	1326
2017 Q1	–	Sell	-300	Closed	-$22K	–	1792
2016 Q4	$22K	Hold	300	–	–	﹤0.01%	1298
2016 Q3	$18K	Buy	300 +16	+6%	+$1.02K	﹤0.01%	1358
2016 Q2	$18K	Buy	284 +84	+42%	+$5.42K	﹤0.01%	1313
2016 Q1	$13K	Sell	200 -300	-60%	-$17.7K	﹤0.01%	1150
2015 Q4	$29K	Hold	500	–	–	﹤0.01%	1150
2015 Q3	$27K	Sell	500 -350	-41%	-$19.1K	﹤0.01%	1200
2015 Q2	$51K	Sell	850 -450	-35%	-$25.3K	0.01%	1145
2015 Q1	$78K	Hold	1,300	–	–	0.01%	1114
2014 Q4	$78K	Buy	1,300 +600	+86%	+$33.2K	0.01%	1104
2014 Q3	$34K	Buy	+700	New	+$35.6K	﹤0.01%	1579
2014 Q2	–	Sell	-700	Closed	-$40K	–	2182
2014 Q1	$40K	Buy	700 +200	+40%	+$10.9K	0.01%	1382
2013 Q4	$29K	Hold	500	–	–	﹤0.01%	1283
2013 Q3	$30K	Buy	+500	New	+$27.3K	﹤0.01%	1140

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Prelude Capital Management's UTMD Position: Q1 2019 in Review

Prelude Capital Management sold out of Utah Medical Products (UTMD) in Q1 2019, closing a stake of 157 shares — an estimated $13K sold.

Prelude Capital Management first reported a position in UTMD in Q3 2013 and held it in 14 quarters. The position peaked at $78K in Q1 2015. 92 funds tracked by Wall St. Rank hold UTMD as of Q1 2019.

Prelude Capital Management reported no remaining Utah Medical Products position as of Q1 2019 after selling out during the quarter.
Prelude Capital Management sold 157 Utah Medical Products shares in Q1 2019, an estimated $13K.
Prelude Capital Management first reported a position in Utah Medical Products in Q3 2013 and held it in 14 quarters.
Prelude Capital Management's Utah Medical Products position peaked at $78K in Q1 2015.
92 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2019.

Based on Prelude Capital Management's 13F filing for Q1 2019, filed 15 May 2019.