PAIM
Punch & Associates Investment Management’s Universal Technical Institute UTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Sell |
1,016,160
-68,912
| -6% | -$2.34M | 2.12% | 4 |
|
|
2025
Q1 | $27.9M | Sell |
1,085,072
-508,211
| -32% | -$13.1M | 1.83% | 8 |
|
|
2024
Q4 | $41M | Buy |
1,593,283
+416,283
| +35% | +$10.7M | 2.24% | 3 |
|
|
2024
Q3 | $19.1M | Sell |
1,177,000
-6,960
| -0.6% | -$113K | 1.06% | 23 |
|
|
2024
Q2 | $18.6M | Buy |
1,183,960
+7,705
| +0.7% | +$121K | 1.09% | 19 |
|
|
2024
Q1 | $18.7M | Sell |
1,176,255
-61,105
| -5% | -$974K | 1.07% | 19 |
|
|
2023
Q4 | $15.5M | Sell |
1,237,360
-85,000
| -6% | -$1.06M | 0.91% | 27 |
|
|
2023
Q3 | $11.1M | Hold |
1,322,360
| – | – | 0.71% | 46 |
|
|
2023
Q2 | $9.14M | Buy |
1,322,360
+2,530
| +0.2% | +$17.5K | 0.56% | 77 |
|
|
2023
Q1 | $9.74M | Buy |
1,319,830
+1,500
| +0.1% | +$11.1K | 0.63% | 66 |
|
|
2022
Q4 | $8.86M | Buy |
1,318,330
+96,500
| +8% | +$648K | 0.57% | 71 |
|
|
2022
Q3 | $6.65M | Buy |
1,221,830
+197,960
| +19% | +$1.08M | 0.46% | 90 |
|
|
2022
Q2 | $7.3M | Sell |
1,023,870
-46,378
| -4% | -$331K | 0.51% | 87 |
|
|
2022
Q1 | $9.47M | Buy |
1,070,248
+9,378
| +0.9% | +$83K | 0.54% | 76 |
|
|
2021
Q4 | $8.3M | Buy |
1,060,870
+10,000
| +1% | +$78.2K | 0.43% | 98 |
|
|
2021
Q3 | $7.1M | Buy |
1,050,870
+77,000
| +8% | +$521K | 0.41% | 109 |
|
|
2021
Q2 | $6.32M | Buy |
973,870
+188,700
| +24% | +$1.22M | 0.36% | 114 |
|
|
2021
Q1 | $4.59M | Buy |
785,170
+21,300
| +3% | +$124K | 0.28% | 134 |
|
|
2020
Q4 | $4.94M | Buy |
763,870
+49,200
| +7% | +$318K | 0.34% | 117 |
|
|
2020
Q3 | $3.63M | Buy |
714,670
+209,670
| +42% | +$1.07M | 0.31% | 126 |
|
|
2020
Q2 | $3.51M | Buy |
+505,000
| New | +$3.51M | 0.32% | 118 |
|