Number of Shares
151,034.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
0.9%
Total Estimate Gain
$8.59 Mil
% of Total Estimate Gain
85.94%

Hennessy Cornerstone Growth Fund's Universal Technical Institute Inc Holding Summary

As of 2025-04-30, HENNESSY FUNDS TRUST held 151,034.00 shares of Universal Technical Institute Inc(UTI), totaling $4.24 Mil. This investment constitutes 0.9% of their stock portfolio, and HENNESSY FUNDS TRUST now holds 0.28% of the outstanding Universal Technical Institute Inc(UTI) stock.

The initial trade took place in 2024Q2. And since then Hennessy Cornerstone Growth Fund has made 3 purchases of UTI, at an average price of $15.27, for a total of 654,800.00 shares. In addition, there have been 1 sales at an average price of $27.29 for 503,766.00 shares. Based on historical transaction data and UTI's current price of $32.06, Hennessy Cornerstone Growth Fund's estimated gain on his UTI holdings is $8.59 Mil, reflecting a 85.94% gain to date.

Hennessy Cornerstone Growth Fund UTI ($32.06) Holding Chart

Hennessy Cornerstone Growth Fund UTI ($32.06) 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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