Simplex Trading
UTI icon

Simplex Trading’s Universal Technical Institute UTI Stock Holding History

Simplex Trading’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
2025
Q4 		– Sell
-16,800
Closed -$546K – 10165
2025
Q3 		$546K Buy
16,800
+1,300
+8% +$38.2K ﹤0.01% 3711
2025
Q2 		$525K Sell
15,500
-3,700
-19% -$116K ﹤0.01% 3456
2025
Q1 		$493K Sell
19,200
-1,400
-7% -$37.8K ﹤0.01% 3424
2024
Q4 		$529K Buy
20,600
+17,800
+636% +$370K ﹤0.01% 3482
2024
Q3 		$45K Sell
2,800
-103,900
-97% -$1.78M ﹤0.01% 5989
2024
Q2 		$1.68M Sell
106,700
-8,000
-7% -$120K ﹤0.01% 2371
2024
Q1 		$1.83M Buy
114,700
+110,300
+2,507% +$1.6M ﹤0.01% 2491
2023
Q4 		$55K Buy
4,400
+3,600
+450% +$36.5K ﹤0.01% 5999
2023
Q3 		$6K Buy
+800
New +$6.23K ﹤0.01% 7580
2022
Q4 		– Sell
-300
Closed -$1K – 10512
2022
Q3 		$1K Sell
300
-1,300
-81% -$9.09K ﹤0.01% 9663
2022
Q2 		$11K Buy
+1,600
New +$14.1K ﹤0.01% 8223
2022
Q1 		– Sell
-2,500
Closed -$19K – 11455
2021
Q4 		$19K Buy
2,500
+1,100
+79% +$8.21K ﹤0.01% 8429
2021
Q3 		$8K Hold
1,400
– – ﹤0.01% 9077
2021
Q2 		$9K Buy
+1,400
New +$8.27K ﹤0.01% 9175
2020
Q3 		– Sell
-21
Closed -$14K – 8575
2020
Q2 		$14K Buy
21
+19
+950% +$125 ﹤0.01% 6463
2020
Q1 		$1K Sell
2
-2
-50% -$14 ﹤0.01% 7420
2019
Q4 		$3K Buy
+4
New +$24 ﹤0.01% 6904

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return