Valley National Advisers’s Universal Technical Institute UTI Stock Holding History

Valley National Advisers’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
2021 Q1	–	Sell	-15,951	Closed	-$103K	–	913
2020 Q4	$103K	Hold	15,951	–	–	0.02%	252
2020 Q3	$81K	Hold	15,951	–	–	0.02%	249
2020 Q2	$111K	Hold	15,951	–	–	0.03%	215
2020 Q1	$95K	Buy	15,951 +6,501	+69%	+$46K	0.03%	215
2019 Q4	$73K	Hold	9,450	–	–	0.02%	278
2019 Q3	$51K	Hold	9,450	–	–	0.01%	304
2019 Q2	$32K	Hold	9,450	–	–	0.01%	333
2019 Q1	$32K	Hold	9,450	–	–	0.01%	330
2018 Q4	$34K	Hold	9,450	–	–	0.01%	295
2018 Q3	$25K	Buy	9,450 +5,000	+112%	+$14.6K	0.01%	329
2018 Q2	$14K	Hold	4,450	–	–	0.01%	386
2018 Q1	$13K	Hold	4,450	–	–	﹤0.01%	381
2017 Q4	$11K	Sell	4,450 -9,000	-67%	-$28.3K	﹤0.01%	402
2017 Q3	$47K	Hold	13,450	–	–	0.02%	252
2017 Q2	$48K	Buy	13,450 +3,000	+29%	+$10.8K	0.02%	247
2017 Q1	$36K	Buy	10,450 +8,800	+533%	+$29.8K	0.01%	271
2016 Q4	$5K	Buy	+1,650	New	+$3.81K	﹤0.01%	492

Other funds holding UTI

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

RCMC

RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return

Valley National Advisers's UTI Position: Q1 2021 in Review

Valley National Advisers sold out of Universal Technical Institute (UTI) in Q1 2021, closing a stake of 15,951 shares — an estimated $103K sold.

Valley National Advisers first reported a position in UTI in Q4 2016 and held it in 17 quarters. The position peaked at $111K in Q2 2020. 82 funds tracked by Wall St. Rank hold UTI as of Q1 2021.

Valley National Advisers reported no remaining Universal Technical Institute position as of Q1 2021 after selling out during the quarter.
Valley National Advisers sold 15,951 Universal Technical Institute shares in Q1 2021, an estimated $103K.
Valley National Advisers first reported a position in Universal Technical Institute in Q4 2016 and held it in 17 quarters.
Valley National Advisers's Universal Technical Institute position peaked at $111K in Q2 2020.
82 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2021.

Based on Valley National Advisers's 13F filing for Q1 2021, filed 7 May 2021.