NORTH SQUARE KENNEDY MICROCAP FUND UTI Holdings History
Number of Shares
6,896.00
Current Holdings Value*
$194,740.00
% of Portfolio
1.64%
Total Estimate Gain
$153,068.45
% of Total Estimate Gain
68.76%
NORTH SQUARE KENNEDY MICROCAP FUND's Universal Technical Institute Inc Holding Summary
As of 2025-02-28, NORTH SQUARE KENNEDY MICROCAP FUND held 6,896.00 shares of Universal Technical Institute Inc(UTI), totaling $194,740.00. This investment constitutes 1.64% of their stock portfolio, and NORTH SQUARE KENNEDY MICROCAP FUND now holds 0.01% of the outstanding Universal Technical Institute Inc(UTI) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $23.39 for 6,538.00 shares. Based on historical transaction data and UTI's current price of $32.30, NORTH SQUARE KENNEDY MICROCAP FUND's estimated gain on his UTI holdings is $153,068.45, reflecting a 68.76% gain to date.
NORTH SQUARE KENNEDY MICROCAP FUND UTI ($32.30) Holding Chart
NORTH SQUARE KENNEDY MICROCAP 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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