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Walthausen & Co’s Universal Technical Institute UTI Stock Holding History

Walthausen & Co’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
2022
Q3 		– Sell
-242,040
Closed -$1.73M – 134
2022
Q2 		$1.73M Sell
242,040
-131,230
-35% -$1.16M 0.77% 53
2022
Q1 		$3.3M Buy
373,270
+2,560
+0.7% +$21K 0.93% 15
2021
Q4 		$2.9M Sell
370,710
-36,160
-9% -$270K 0.76% 52
2021
Q3 		$2.75M Sell
406,870
-4,270
-1% -$27.9K 0.7% 60
2021
Q2 		$2.67M Buy
411,140
+92,170
+29% +$544K 0.59% 91
2021
Q1 		$1.86M Buy
318,970
+54,720
+21% +$338K 0.39% 127
2020
Q4 		$1.71M Buy
264,250
+41,410
+19% +$237K 0.47% 116
2020
Q3 		$1.13M Buy
+222,840
New +$1.57M 0.23% 121

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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walthausen & Co's UTI Position: Q3 2022 in Review

Walthausen & Co sold out of Universal Technical Institute (UTI) in Q3 2022, closing a stake of 242,040 shares — an estimated $1.73M sold.

Walthausen & Co first reported a position in UTI in Q3 2020 and held it in 8 quarters. The position peaked at $3.3M in Q1 2022. 99 funds tracked by Wall St. Rank hold UTI as of Q3 2022.

  • Walthausen & Co reported no remaining Universal Technical Institute position as of Q3 2022 after selling out during the quarter.
  • Walthausen & Co sold 242,040 Universal Technical Institute shares in Q3 2022, an estimated $1.73M.
  • Walthausen & Co first reported a position in Universal Technical Institute in Q3 2020 and held it in 8 quarters.
  • Walthausen & Co's Universal Technical Institute position peaked at $3.3M in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.