Rockefeller Capital Management’s Universal Technical Institute UTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6M	Sell	404,195 -85,988	-18%	-$2.71M	0.03%	542
2025 Q4	$12.8M	Sell	490,183 -245,985	-33%	-$6.97M	0.02%	573
2025 Q3	$24M	Buy	736,168 +491,230	+201%	+$14.4M	0.05%	361
2025 Q2	$8.3M	Buy	+244,938	New	+$7.69M	0.02%	660
2023 Q1	–	Sell	-1,500	Closed	-$10K	–	3802
2022 Q4	$10K	Hold	1,500	–	–	﹤0.01%	3090
2022 Q3	$8K	Hold	1,500	–	–	﹤0.01%	3201
2022 Q2	$10K	Hold	1,500	–	–	﹤0.01%	3137
2022 Q1	$13K	Hold	1,500	–	–	﹤0.01%	2931
2021 Q4	$11K	Hold	1,500	–	–	﹤0.01%	2946
2021 Q3	$10K	Hold	1,500	–	–	﹤0.01%	2904
2021 Q2	$9K	Hold	1,500	–	–	﹤0.01%	2828
2021 Q1	$8K	Hold	1,500	–	–	﹤0.01%	2705
2020 Q4	$9K	Sell	1,500 -1,250	-45%	-$7.16K	﹤0.01%	2282
2020 Q3	$13K	Buy	2,750 +1,250	+83%	+$8.79K	﹤0.01%	1947
2020 Q2	$10K	Hold	1,500	–	–	﹤0.01%	1906
2020 Q1	$9K	Buy	+1,500	New	+$10.6K	﹤0.01%	1784