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Ritholtz Wealth Management’s Universal Technical Institute UTI Stock Holding History

Ritholtz Wealth 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
2020
Q4 		– Sell
-11,856
Closed -$60K – 423
2020
Q3 		$60K Sell
11,856
-1,748
-13% -$12.3K 0.01% 305
2020
Q2 		$95K Buy
13,604
+2,047
+18% +$13.4K 0.01% 263
2020
Q1 		$69K Buy
+11,557
New +$81.8K 0.01% 156

Other funds holding UTI

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return

Ritholtz Wealth Management's UTI Position: Q4 2020 in Review

Ritholtz Wealth Management sold out of Universal Technical Institute (UTI) in Q4 2020, closing a stake of 11,856 shares — an estimated $60K sold.

Ritholtz Wealth Management first reported a position in UTI in Q1 2020 and held it in 3 quarters. The position peaked at $95K in Q2 2020. 89 funds tracked by Wall St. Rank hold UTI as of Q4 2020.

  • Ritholtz Wealth Management reported no remaining Universal Technical Institute position as of Q4 2020 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,856 Universal Technical Institute shares in Q4 2020, an estimated $60K.
  • Ritholtz Wealth Management first reported a position in Universal Technical Institute in Q1 2020 and held it in 3 quarters.
  • Ritholtz Wealth Management's Universal Technical Institute position peaked at $95K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2020.

Based on Ritholtz Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.