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
2026
Q1 		$2.79M Buy
+77,400
New +$2.44M ﹤0.01% 1544
2025
Q4 		– Sell
-1,000
Closed -$32K – 10167
2025
Q3 		$32K Buy
+1,000
New +$29.4K ﹤0.01% 6924
2025
Q2 		– Sell
-500
Closed -$12K – 9806
2025
Q1 		$12K Sell
500
-1,100
-69% -$29.7K ﹤0.01% 7001
2024
Q4 		$41K Sell
1,600
-1,900
-54% -$39.5K ﹤0.01% 6084
2024
Q3 		$56K Sell
3,500
-117,900
-97% -$2.02M ﹤0.01% 5792
2024
Q2 		$1.91M Sell
121,400
-200
-0.2% -$2.99K ﹤0.01% 2244
2024
Q1 		$1.94M Buy
+121,600
New +$1.77M ﹤0.01% 2431
2022
Q2 		– Sell
-800
Closed -$7K – 11168
2022
Q1 		$7K Buy
+800
New +$6.56K ﹤0.01% 9217
2021
Q4 		– Sell
-2,200
Closed -$14K – 11500
2021
Q3 		$14K Hold
2,200
– – ﹤0.01% 8736
2021
Q2 		$14K Buy
2,200
+1,950
+780% +$11.5K ﹤0.01% 8888
2021
Q1 		$146K Buy
+250
New +$1.54K ﹤0.01% 5218
2020
Q4 		– Sell
-141
Closed -$71K – 9133
2020
Q3 		$71K Sell
141
-11
-7% -$77 ﹤0.01% 5267
2020
Q2 		$105K Buy
+152
New +$998 ﹤0.01% 4740

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