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Truist Financial’s
Universal Technical Institute
UTI
Stock Holding History
Truist Financial’s Portfolio
UTI Stock Details
UTI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$351K
Buy
+9,731
New
+$307K
﹤0.01%
2304
2022
Q2
–
Sell
-12,000
Closed
-$106K
–
2782
2022
Q1
$106K
Buy
+12,000
New
+$98.5K
﹤0.01%
2608
2015
Q3
–
Sell
-10,512
Closed
-$90K
–
867
2015
Q2
$90K
Sell
10,512
-22
-0.2%
-$199
﹤0.01%
780
2015
Q1
$101K
Sell
10,534
-201
-2%
-$1.87K
﹤0.01%
783
2014
Q4
$106K
Sell
10,735
-2,695
-20%
-$28.3K
﹤0.01%
780
2014
Q3
$126K
Sell
13,430
-3,125
-19%
-$35.4K
﹤0.01%
740
2014
Q2
$201K
Sell
16,555
-3,020
-15%
-$35.8K
0.01%
760
2014
Q1
$254K
Sell
19,575
-840
-4%
-$11K
0.01%
685
2013
Q4
$284K
Sell
20,415
-280
-1%
-$3.72K
0.01%
640
2013
Q3
$251K
Sell
20,695
-885
-4%
-$10.1K
0.01%
645
2013
Q2
$223K
Buy
+21,580
New
+$249K
0.01%
667
Other funds holding UTI
CCM
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Rowayton, Connecticut
$1.22B AUM
18.72%
1-Year Est. Return
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New York
$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
CAM
Congress Asset Management
Boston, Massachusetts
$16.3B AUM
42.69%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
DCM
Driehaus Capital Management
Chicago, Illinois
$13.6B AUM
173.98%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
HRCM
Hood River Capital Management
Palm Beach Gardens, Florida
$9.98B AUM
145.42%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$78.1B AUM
55.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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