Truist Financial
UTIW

Truist Financial’s UTI WORLDWIDE INC UTIW Stock Holding History

Truist Financial’s Portfolio UTIW Stock Details UTIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-27,056
Closed -$124K – 840
2015
Q3 		$124K Sell
27,056
-1,430
-5% -$10.6K ﹤0.01% 787
2015
Q2 		$285K Sell
28,486
-916
-3% -$8.83K 0.01% 668
2015
Q1 		$362K Sell
29,402
-861
-3% -$10.7K 0.01% 600
2014
Q4 		$365K Sell
30,263
-3,087
-9% -$34.6K 0.01% 571
2014
Q3 		$355K Sell
33,350
-4,490
-12% -$45.4K 0.01% 581
2014
Q2 		$391K Sell
37,840
-12,139
-24% -$120K 0.01% 571
2014
Q1 		$530K Sell
49,979
-5,304
-10% -$75.6K 0.02% 495
2013
Q4 		$971K Sell
55,283
-870
-2% -$13.7K 0.03% 376
2013
Q3 		$848K Sell
56,153
-2,030
-3% -$32.9K 0.03% 376
2013
Q2 		$958K Buy
+58,183
New +$882K 0.04% 331

Other funds holding UTIW

PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.09B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return