Pullen Investment Management’s Universal Technical Institute UTI Stock Holding History

Pullen Investment 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
2026 Q1	$1.87M	Buy	51,687 +635	+1%	+$20K	0.94%	41
2025 Q4	$1.33M	Buy	51,052 +28,831	+130%	+$816K	0.7%	57
2025 Q3	$723K	Buy	22,221 +3,133	+16%	+$92.1K	0.39%	76
2025 Q2	$647K	Sell	19,088 -46,141	-71%	-$1.45M	0.39%	80
2025 Q1	$1.68M	Sell	65,229 -30,181	-32%	-$814K	1.06%	32
2024 Q4	$2.45M	Buy	95,410 +30,250	+46%	+$629K	1.59%	13
2024 Q3	$1.06M	Buy	65,160 +8,740	+15%	+$150K	0.77%	52
2024 Q2	$887K	Buy	56,420 +1,600	+3%	+$24K	0.74%	51
2024 Q1	$874K	Buy	+54,820	New	+$796K	0.74%	47

Other funds holding UTI

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

T. Rowe Price Associates

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

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return