SDJVC
St. Denis J. Villere & Co’s Universal Technical Institute UTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,000
| Closed | -$385K | – | 85 |
|
|
2025
Q1 | $385K | Sell |
15,000
-15,000
| -50% | -$385K | 0.04% | 51 |
|
|
2024
Q4 | $771K | Hold |
30,000
| – | – | 0.07% | 49 |
|
|
2024
Q3 | $488K | Hold |
30,000
| – | – | 0.04% | 57 |
|
|
2024
Q2 | $472K | Hold |
30,000
| – | – | 0.04% | 57 |
|
|
2024
Q1 | $478K | Hold |
30,000
| – | – | 0.04% | 54 |
|
|
2023
Q4 | $376K | Hold |
30,000
| – | – | 0.03% | 57 |
|
|
2023
Q3 | $251K | Hold |
30,000
| – | – | 0.02% | 55 |
|
|
2023
Q2 | $207K | Hold |
30,000
| – | – | 0.02% | 62 |
|
|
2023
Q1 | $221K | Hold |
30,000
| – | – | 0.02% | 58 |
|
|
2022
Q4 | $201K | Hold |
30,000
| – | – | 0.02% | 63 |
|
|
2022
Q3 | $163K | Hold |
30,000
| – | – | 0.01% | 61 |
|
|
2022
Q2 | $213K | Hold |
30,000
| – | – | 0.02% | 60 |
|
|
2022
Q1 | $265K | Hold |
30,000
| – | – | 0.02% | 57 |
|
|
2021
Q4 | $234K | Hold |
30,000
| – | – | 0.01% | 58 |
|
|
2021
Q3 | $202K | Hold |
30,000
| – | – | 0.01% | 61 |
|
|
2021
Q2 | $194K | Hold |
30,000
| – | – | 0.01% | 60 |
|
|
2021
Q1 | $175K | Buy |
30,000
+10,000
| +50% | +$58.3K | 0.01% | 58 |
|
|
2020
Q4 | $129K | Hold |
20,000
| – | – | 0.01% | 56 |
|
|
2020
Q3 | $101K | Hold |
20,000
| – | – | 0.01% | 57 |
|
|
2020
Q2 | $139K | Buy |
+20,000
| New | +$139K | 0.01% | 53 |
|