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Winton Group’s Utah Medical Products UTMD Stock Holding History

Winton Group’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,718
Closed -$313K – 885
2023
Q4 		$313K Buy
3,718
+5
+0.1% +$415 0.02% 528
2023
Q3 		$319K Buy
+3,713
New +$343K 0.03% 525

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Winton Group's UTMD Position: Q1 2024 in Review

Winton Group sold out of Utah Medical Products (UTMD) in Q1 2024, closing a stake of 3,718 shares — an estimated $313K sold.

Winton Group first reported a position in UTMD in Q3 2023 and held it in 2 quarters. The position peaked at $319K in Q3 2023. 100 funds tracked by Wall St. Rank hold UTMD as of Q1 2024.

  • Winton Group reported no remaining Utah Medical Products position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 3,718 Utah Medical Products shares in Q1 2024, an estimated $313K.
  • Winton Group first reported a position in Utah Medical Products in Q3 2023 and held it in 2 quarters.
  • Winton Group's Utah Medical Products position peaked at $319K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.