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Steve Schonfeld’s Universal Technical Institute UTI Stock Holding History

Steve Schonfeld’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
-10,700
Closed -$174K – 2412
2024
Q3 		$174K Buy
+10,700
New +$183K ﹤0.01% 1832
2022
Q2 		– Sell
-10,429
Closed -$93K – 3021
2022
Q1 		$93K Buy
+10,429
New +$85.6K ﹤0.01% 2258

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.9B AUM 72.7% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Steve Schonfeld's UTI Position: Q4 2024 in Review

Steve Schonfeld sold out of Universal Technical Institute (UTI) in Q4 2024, closing a stake of 10,700 shares — an estimated $174K sold.

Steve Schonfeld first reported a position in UTI in Q1 2022 and held it in 2 quarters. The position peaked at $174K in Q3 2024. 201 funds tracked by Wall St. Rank hold UTI as of Q4 2024.

  • Steve Schonfeld reported no remaining Universal Technical Institute position as of Q4 2024 after selling out during the quarter.
  • Steve Schonfeld sold 10,700 Universal Technical Institute shares in Q4 2024, an estimated $174K.
  • Steve Schonfeld first reported a position in Universal Technical Institute in Q1 2022 and held it in 2 quarters.
  • Steve Schonfeld's Universal Technical Institute position peaked at $174K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.