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Systematic Financial Management’s Universal Technical Institute UTI Stock Holding History

Systematic Financial Management’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
2020
Q3 		– Sell
-34,655
Closed -$241K – 448
2020
Q2 		$241K Buy
+34,655
New +$227K 0.01% 436

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2L
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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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Systematic Financial Management's UTI Position: Q3 2020 in Review

Systematic Financial Management sold out of Universal Technical Institute (UTI) in Q3 2020, closing a stake of 34,655 shares — an estimated $241K sold.

Systematic Financial Management first reported a position in UTI in Q2 2020 and held it in 1 quarter. The position peaked at $241K in Q2 2020. 98 funds tracked by Wall St. Rank hold UTI as of Q3 2020.

  • Systematic Financial Management reported no remaining Universal Technical Institute position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 34,655 Universal Technical Institute shares in Q3 2020, an estimated $241K.
  • Systematic Financial Management first reported a position in Universal Technical Institute in Q2 2020 and held it in 1 quarter.
  • Systematic Financial Management's Universal Technical Institute position peaked at $241K in Q2 2020.
  • 98 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.