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Simplicity Wealth’s Universal Technical Institute UTI Stock Holding History

Simplicity Wealth’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
2024
Q4 		– Sell
-32,720
Closed -$532K – 506
2024
Q3 		$532K Sell
32,720
-159
-0.5% -$2.73K 0.05% 283
2024
Q2 		$517K Sell
32,879
-1,103
-3% -$16.5K 0.01% 748
2024
Q1 		$542K Buy
+33,982
New +$493K 0.01% 704

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Simplicity Wealth's UTI Position: Q4 2024 in Review

Simplicity Wealth sold out of Universal Technical Institute (UTI) in Q4 2024, closing a stake of 32,720 shares — an estimated $532K sold.

Simplicity Wealth first reported a position in UTI in Q1 2024 and held it in 3 quarters. The position peaked at $542K in Q1 2024. 201 funds tracked by Wall St. Rank hold UTI as of Q4 2024.

  • Simplicity Wealth reported no remaining Universal Technical Institute position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 32,720 Universal Technical Institute shares in Q4 2024, an estimated $532K.
  • Simplicity Wealth first reported a position in Universal Technical Institute in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Universal Technical Institute position peaked at $542K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.