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Putnam Investments’s Universal Technical Institute UTI Stock Holding History

Putnam Investments’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
2023
Q4 		$4.92M Sell
393,348
-152,139
-28% -$1.54M 0.01% 441
2023
Q3 		$4.57M Sell
545,487
-67,310
-11% -$524K 0.01% 447
2023
Q2 		$4.23M Buy
612,797
+4,407
+0.7% +$29.7K 0.01% 492
2023
Q1 		$4.49M Sell
608,390
-94,613
-13% -$675K 0.01% 461
2022
Q4 		$4.72M Sell
703,003
-45,100
-6% -$298K 0.01% 449
2022
Q3 		$4.07M Buy
748,103
+2,899
+0.4% +$20.3K 0.01% 480
2022
Q2 		$5.31M Buy
745,204
+45,418
+6% +$400K 0.01% 422
2022
Q1 		$6.19M Buy
699,786
+23,046
+3% +$189K 0.01% 445
2021
Q4 		$5.29M Buy
676,740
+33,400
+5% +$249K 0.01% 514
2021
Q3 		$4.35M Buy
643,340
+70,960
+12% +$463K 0.01% 573
2021
Q2 		$3.71M Sell
572,380
-15,500
-3% -$91.5K 0.01% 597
2021
Q1 		$3.43M Buy
587,880
+136,100
+30% +$840K 0.01% 589
2020
Q4 		$2.92M Buy
451,780
+127,980
+40% +$733K 0.01% 589
2020
Q3 		$1.65M Buy
+323,800
New +$2.28M ﹤0.01% 703

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Putnam Investments's UTI Position: Q4 2023 in Review

Putnam Investments reduced its Universal Technical Institute (UTI) stake by 28% in Q4 2023, selling an estimated $1.54M and leaving 393,348 shares worth $4.92M. The position accounts for 0.01% of the portfolio, ranked #441.

Putnam Investments first reported a position in UTI in Q3 2020 and has held it in 14 quarters since. The position peaked at $6.19M in Q1 2022. 130 funds tracked by Wall St. Rank hold UTI as of Q4 2023.

  • Putnam Investments held 393,348 shares of Universal Technical Institute worth $4.92M as of Q4 2023.
  • Putnam Investments sold 152,139 Universal Technical Institute shares in Q4 2023, an estimated $1.54M.
  • Universal Technical Institute made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #441 holding.
  • Putnam Investments first reported a position in Universal Technical Institute in Q3 2020 and has held it in 14 quarters since.
  • Putnam Investments's Universal Technical Institute position peaked at $6.19M in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.