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Lumbard & Kellner, LLC

SEC CIK
0001602476
Latest filing
Aug 6, 2026

UTI holding history

Universal Technical Institute Inc in every 13F filed by Lumbard & Kellner, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTI overviewAll 13F holders of UTIFull Q2 2026 holdings

Shares (Q2 2026)
24,421
Value
$1.04M
% of portfolio
0.3%
Quarters held
5
Since Q2 2025
Holdings of UTI by Lumbard & Kellner, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,421$1.04M0.3%−960−3.8%ReducedHolders
Q1 202625,381$916.3K0.3%+1,160+4.8%AddedHolders
Q4 202524,221$632.9K0.2%−604−2.4%ReducedHolders
Q3 202524,825$808.1K0.3%+6,090+32.5%AddedHolders
Q2 202518,735$634.9K0.3%+18,735NewHolders