RP
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Riverwater Partners’s Utah Medical Products UTMD Stock Holding History

Riverwater Partners’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
2023
Q4 		– Sell
-2,354
Closed -$202K – 207
2023
Q3 		$202K Buy
+2,354
New +$217K 0.18% 180

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverwater Partners's UTMD Position: Q4 2023 in Review

Riverwater Partners sold out of Utah Medical Products (UTMD) in Q4 2023, closing a stake of 2,354 shares — an estimated $202K sold.

Riverwater Partners first reported a position in UTMD in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 89 funds tracked by Wall St. Rank hold UTMD as of Q4 2023.

  • Riverwater Partners reported no remaining Utah Medical Products position as of Q4 2023 after selling out during the quarter.
  • Riverwater Partners sold 2,354 Utah Medical Products shares in Q4 2023, an estimated $202K.
  • Riverwater Partners first reported a position in Utah Medical Products in Q3 2023 and held it in 1 quarter.
  • Riverwater Partners's Utah Medical Products position peaked at $202K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2023.

Based on Riverwater Partners's 13F filing for Q4 2023, filed 5 Jan 2024.