Number of Shares
43,222.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
1.59%
Total Estimate Gain
$854,560.95
% of Total Estimate Gain
90.62%

Dunham Small Cap Growth Fund's Universal Technical Institute Inc Holding Summary

As of 2025-04-30, Dunham Funds held 43,222.00 shares of Universal Technical Institute Inc(UTI), totaling $1.21 Mil. This investment constitutes 1.59% of their stock portfolio, and Dunham Funds now holds 0.08% of the outstanding Universal Technical Institute Inc(UTI) stock.

The initial trade took place in 2024Q2. And since then Dunham Small Cap Growth Fund has made 2 purchases of UTI, at an average price of $15.32, for a total of 61,570.00 shares. In addition, there have been 2 sales at an average price of $21.88 for 18,348.00 shares. Based on historical transaction data and UTI's current price of $32.30, Dunham Small Cap Growth Fund's estimated gain on his UTI holdings is $854,560.95, reflecting a 90.62% gain to date.

Dunham Small Cap Growth Fund UTI ($32.30) Holding Chart

Dunham Small Cap Growth Fund UTI ($32.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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