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Tortoise Investment Management’s Utah Medical Products UTMD Stock Holding History

Tortoise Investment Management’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-80
Closed -$7K – 753
2022
Q1 		$7K Buy
+80
New +$7.36K ﹤0.01% 540

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $310M AUM 37.86% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Tortoise Investment Management's UTMD Position: Q2 2022 in Review

Tortoise Investment Management sold out of Utah Medical Products (UTMD) in Q2 2022, closing a stake of 80 shares — an estimated $7K sold.

Tortoise Investment Management first reported a position in UTMD in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 75 funds tracked by Wall St. Rank hold UTMD as of Q2 2022.

  • Tortoise Investment Management reported no remaining Utah Medical Products position as of Q2 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 80 Utah Medical Products shares in Q2 2022, an estimated $7K.
  • Tortoise Investment Management first reported a position in Utah Medical Products in Q1 2022 and held it in 1 quarter.
  • Tortoise Investment Management's Utah Medical Products position peaked at $7K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2022.

Based on Tortoise Investment Management's 13F filing for Q2 2022, filed 3 Aug 2022.