WAM
UTI icon

Wallington Asset Management’s Universal Technical Institute UTI Stock Holding History

Wallington Asset 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
2023
Q2 		– Sell
-14,250
Closed -$105K – 81
2023
Q1 		$105K Hold
14,250
– – 0.02% 79
2022
Q4 		$96K Hold
14,250
– – 0.02% 76
2022
Q3 		$78K Hold
14,250
– – 0.02% 77
2022
Q2 		$102K Hold
14,250
– – 0.02% 81
2022
Q1 		$126K Buy
+14,250
New +$117K 0.02% 70

Other funds holding UTI

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Wallington Asset Management's UTI Position: Q2 2023 in Review

Wallington Asset Management sold out of Universal Technical Institute (UTI) in Q2 2023, closing a stake of 14,250 shares — an estimated $105K sold.

Wallington Asset Management first reported a position in UTI in Q1 2022 and held it in 5 quarters. The position peaked at $126K in Q1 2022. 97 funds tracked by Wall St. Rank hold UTI as of Q2 2023.

  • Wallington Asset Management reported no remaining Universal Technical Institute position as of Q2 2023 after selling out during the quarter.
  • Wallington Asset Management sold 14,250 Universal Technical Institute shares in Q2 2023, an estimated $105K.
  • Wallington Asset Management first reported a position in Universal Technical Institute in Q1 2022 and held it in 5 quarters.
  • Wallington Asset Management's Universal Technical Institute position peaked at $126K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2023.

Based on Wallington Asset Management's 13F filing for Q2 2023, filed 19 Jul 2023.