Charlesbank Equity Fund V Lp - Net Worth and Insider Trading

Charlesbank Equity Fund V Lp Net Worth

The estimated net worth of Charlesbank Equity Fund V Lp is at least $37 Million dollars as of 2024-11-11. Charlesbank Equity Fund V Lp is the 10% Owner of Universal Technical Institute Inc and owns about 1,787,311 shares of Universal Technical Institute Inc (UTI) stock worth over $37 Million. Details can be seen in Charlesbank Equity Fund V Lp's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Charlesbank Equity Fund V Lp has not made any transactions after 2004-04-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Charlesbank Equity Fund V Lp

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Charlesbank Equity Fund V Lp Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Charlesbank Equity Fund V Lp owns 1 companies in total, including Universal Technical Institute Inc (UTI) .

Click here to see the complete history of Charlesbank Equity Fund V Lp’s form 4 insider trades.

Insider Ownership Summary of Charlesbank Equity Fund V Lp

Ticker Comapny Transaction Date Type of Owner
UTI Universal Technical Institute Inc 2004-04-26 10 percent owner

Charlesbank Equity Fund V Lp Latest Holdings Summary

Charlesbank Equity Fund V Lp currently owns a total of 1 stock. Charlesbank Equity Fund V Lp owns 1,787,311 shares of Universal Technical Institute Inc (UTI) as of April 26, 2004, with a value of $37 Million.

Latest Holdings of Charlesbank Equity Fund V Lp

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UTI Universal Technical Institute Inc 2004-04-26 1,787,311 20.54 36,711,368

Holding Weightings of Charlesbank Equity Fund V Lp


Charlesbank Equity Fund V Lp Form 4 Trading Tracker

According to the SEC Form 4 filings, Charlesbank Equity Fund V Lp has made a total of 0 transactions in Universal Technical Institute Inc (UTI) over the past 5 years. The most-recent trade in Universal Technical Institute Inc is the sale of 1,942,444 shares on April 26, 2004, which brought Charlesbank Equity Fund V Lp around $78 Million.

Insider Trading History of Charlesbank Equity Fund V Lp

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Charlesbank Equity Fund V Lp Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Charlesbank Equity Fund V Lp Ownership Network

Ownership Network List of Charlesbank Equity Fund V Lp

No Data

Ownership Network Relation of Charlesbank Equity Fund V Lp

Insider Network Chart

Charlesbank Equity Fund V Lp Owned Company Details

What does Universal Technical Institute Inc do?

Who are the key executives at Universal Technical Institute Inc?

Charlesbank Equity Fund V Lp is the 10 percent owner of Universal Technical Institute Inc. Other key executives at Universal Technical Institute Inc include EVP & Chief Operating Officer Jerome Alan Grant , 10 percent owner Coliseum Capital Management, Llc , and EVP and CFO Troy R Anderson .

Universal Technical Institute Inc (UTI) Insider Trades Summary

Over the past 18 months, Charlesbank Equity Fund V Lp made no insider transaction in Universal Technical Institute Inc (UTI). Other recent insider transactions involving Universal Technical Institute Inc (UTI) include a net sale of 22,606 shares made by Loretta Lydia Sanchez , a net sale of 3,648,777 shares made by Coliseum Capital Management, Llc , and a net sale of 68,000 shares made by Jerome Alan Grant .

In summary, during the past 3 months, insiders sold 68,000 shares of Universal Technical Institute Inc (UTI) in total and bought 0 shares, with a net sale of 68,000 shares. During the past 18 months, 4,054,206 shares of Universal Technical Institute Inc (UTI) were sold and 307,650 shares were bought by its insiders, resulting in a net sale of 3,746,556 shares.

Universal Technical Institute Inc (UTI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Universal Technical Institute Inc Insider Transactions

No Available Data

Charlesbank Equity Fund V Lp Mailing Address

Above is the net worth, insider trading, and ownership report for Charlesbank Equity Fund V Lp. You might contact Charlesbank Equity Fund V Lp via mailing address: C/o Charlesbank Capital Partners, 600 Atlantic Av 28th Fl, Boston Ma 02210.