Position in UTI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,596,992
+$1,395,481 QoQ
Shares Held
210,443
-11.3% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
All Filings in UTI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,596,992 | 210,443 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,201,511 | 237,333 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,828,307 | 240,501 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,486,259 | 250,406 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,493,130 | 408,611 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,568,905 | 566,663 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,997,991 | 553,382 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,533,955 | 351,809 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,845,600 | 303,990 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||