Punch & Associates Investment Management, Inc. Universal Technical Institute Inc Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q4 2024

A detailed history of Punch & Associates Investment Management, Inc. transactions in Universal Technical Institute Inc stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 1,593,283 shares of UTI stock, worth $42.2 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

1,593,283

Previous 1,177,000 35.37%

Holding current value

$42.2 Million

Previous $19.1 Million 114.04%

% of portfolio

2.43%

Previous 1.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$15.2 - $26.53 $6.33 Million - $11 Million	416,283 Added 35.37%	1,593,283 $41 Million
Q3 2024 Nov 14, 2024	SELL	$15.83 - $19.43 $110,176 - $135,232	-6,960 Reduced 0.59%	1,177,000 $19.1 Million
Q2 2024 Aug 14, 2024	BUY	$13.84 - $16.69 $106,637 - $128,596	7,705 Added 0.66%	1,183,960 $18.6 Million
Q1 2024 May 15, 2024	SELL	$12.51 - $16.2 $764,423 - $989,901	-61,105 Reduced 4.94%	1,176,255 $18.7 Million
Q4 2023 Feb 15, 2024	BUY	$7.98 - $13.01 $9.87 Million - $16.1 Million	1,237,360 New	1,237,360 $15.5 Million
Q2 2023 Aug 14, 2023	BUY	$5.76 - $7.79 $14,572 - $19,708	2,530 Added 0.19%	1,322,360 $9.14 Million
Q1 2023 May 15, 2023	BUY	$6.35 - $7.68 $9,525 - $11,520	1,500 Added 0.11%	1,319,830 $9.74 Million
Q4 2022 Feb 14, 2023	BUY	$5.5 - $7.51 $530,750 - $724,715	96,500 Added 7.9%	1,318,330 $8.86 Million
Q3 2022 Nov 14, 2022	BUY	$5.35 - $8.3 $1.06 Million - $1.64 Million	197,960 Added 19.33%	1,221,830 $6.65 Million
Q2 2022 Aug 15, 2022	SELL	$6.88 - $10.96 $319,080 - $508,302	-46,378 Reduced 4.33%	1,023,870 $7.3 Million
Q1 2022 May 16, 2022	BUY	$7.14 - $9.1 $66,958 - $85,339	9,378 Added 0.88%	1,070,248 $9.47 Million
Q4 2021 Feb 15, 2022	BUY	$6.58 - $9.04 $65,800 - $90,399	10,000 Added 0.95%	1,060,870 $8.3 Million
Q3 2021 Nov 15, 2021	BUY	$5.36 - $7.25 $412,720 - $558,250	77,000 Added 7.91%	1,050,870 $7.1 Million
Q2 2021 Sep 10, 2021	SELL	$5.42 - $6.65 $2.44 Million - $2.99 Million	-450,196 Reduced 31.61%	973,870 $6.32 Million
Q2 2021 Aug 16, 2021	BUY	$5.42 - $6.65 $3.46 Million - $4.25 Million	638,896 Added 81.37%	1,424,066 $9.24 Million
Q1 2021 May 18, 2021	BUY	$5.55 - $6.72 $118,215 - $143,136	21,300 Added 2.79%	785,170 $4.59 Million
Q4 2020 Feb 16, 2021	BUY	$4.59 - $6.75 $225,828 - $332,100	49,200 Added 6.88%	763,870 $4.94 Million
Q3 2020 Nov 16, 2020	BUY	$5.03 - $8.28 $1.05 Million - $1.74 Million	209,670 Added 41.52%	714,670 $3.63 Million
Q2 2020 Aug 14, 2020	BUY	$5.37 - $7.61 $2.71 Million - $3.84 Million	505,000 New	505,000 $3.51 Million

Others Institutions Holding UTI

# of Institutions

209

Shares Held

48M

Call Options Held

98.4K

Put Options Held

23.2K

View Full List

About UNIVERSAL TECHNICAL INSTITUTE INC

Ticker UTI
Exchange NYSE
Sector Consumer Defensive
Industry Education & Training Services
Shares Outstandng 33,767,500
Market Cap $895M
Description
Universal Technical Institute, Inc. provides transportation and technical training programs in the United States. The company provides postsecondary education for students seeking careers as professional automotive, diesel, collision repair, motorcycle, and marine technicians. It also offers certificate, diploma, or degree programs under various...

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Punch & Associates Investment Management, Inc. Universal Technical Institute Inc Transaction History