Anchor Capital Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.1M | Sell |
40,229
-735
| -2% | -$37.6K | 0.06% | 133 |
|
|
2025
Q4 | $1.98M | Buy |
40,964
+2,059
| +5% | +$100K | 0.06% | 138 |
|
|
2025
Q3 | $1.86M | Buy |
38,905
+7,914
| +26% | +$386K | 0.05% | 140 |
|
|
2025
Q2 | $1.62M | Buy |
30,991
+196
| +0.6% | +$10.9K | 0.05% | 145 |
|
|
2025
Q1 | $1.78M | Sell |
30,795
-386
| -1% | -$21.2K | 0.05% | 138 |
|
|
2024
Q4 | $1.69M | Buy |
31,181
+460
| +1% | +$26.7K | 0.05% | 148 |
|
|
2024
Q3 | $1.86M | Sell |
30,721
-288
| -0.9% | -$16.8K | 0.05% | 143 |
|
|
2024
Q2 | $1.61M | Buy |
31,009
+5,394
| +21% | +$277K | 0.05% | 147 |
|
|
2024
Q1 | $1.34M | Buy |
25,615
+301
| +1% | +$15.2K | 0.04% | 155 |
|
|
2023
Q4 | $1.33M | Buy |
25,314
+5,402
| +27% | +$261K | 0.04% | 154 |
|
|
2023
Q3 | $850K | Sell |
19,912
-3,016
| -13% | -$148K | 0.02% | 177 |
|
|
2023
Q2 | $1.16M | Buy |
22,928
+3,677
| +19% | +$204K | 0.03% | 158 |
|
|
2023
Q1 | $1.1M | Sell |
19,251
-977
| -5% | -$52.2K | 0.03% | 157 |
|
|
2022
Q4 | $1.04M | Sell |
20,228
-990
| -5% | -$50.4K | 0.03% | 171 |
|
|
2022
Q3 | $986K | Buy |
21,218
+37
| +0.2% | +$2K | 0.03% | 175 |
|
|
2022
Q2 | $1.24M | Sell |
21,181
-6
| -0% | -$324 | 0.03% | 158 |
|
|
2022
Q1 | $1.06M | Buy |
21,187
+4,889
| +30% | +$239K | 0.02% | 186 |
|
|
2021
Q4 | $750K | Sell |
16,298
-917
| -5% | -$39.7K | 0.01% | 201 |
|
|
2021
Q3 | $736K | Buy |
17,215
+57
| +0.3% | +$2.85K | 0.02% | 198 |
|
|
2021
Q2 | $909K | Sell |
17,158
-1,441
| -8% | -$77.5K | 0.02% | 188 |
|
|
2021
Q1 | $850K | Sell |
18,599
-1,327
| -7% | -$58K | 0.02% | 190 |
|
|
2020
Q4 | $882K | Sell |
19,926
-1,228
| -6% | -$49K | 0.02% | 186 |
|
|
2020
Q3 | $817K | Sell |
21,154
-2,485
| -11% | -$104K | 0.02% | 173 |
|
|
2020
Q2 | $1.06M | Buy |
23,639
+8
| +0% | +$391 | 0.03% | 157 |
|
|
2020
Q1 | $1.24M | Buy |
+23,631
| New | +$1.4M | 0.04% | 141 |
|
Other funds holding UTL
VCM
FCM
VPM
