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Aperio Group’s Unitil UTL Stock Holding History

Aperio Group’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$793K Sell
17,909
-11,868
-40% -$473K ﹤0.01% 1723
2020
Q3 		$1.15M Buy
29,777
+2,527
+9% +$106K ﹤0.01% 1371
2020
Q2 		$1.22M Sell
27,250
-6,404
-19% -$313K ﹤0.01% 1328
2020
Q1 		$1.76M Sell
33,654
-7,772
-19% -$461K 0.01% 1072
2019
Q4 		$2.56M Sell
41,426
-626
-1% -$38.7K 0.01% 985
2019
Q3 		$2.67M Sell
42,052
-1,865
-4% -$112K 0.01% 940
2019
Q2 		$2.63M Sell
43,917
-2,284
-5% -$130K 0.01% 942
2019
Q1 		$2.5M Sell
46,201
-777
-2% -$40.6K 0.01% 949
2018
Q4 		$2.38M Sell
46,978
-9,840
-17% -$490K 0.01% 912
2018
Q3 		$2.89M Buy
56,818
+2,991
+6% +$153K 0.01% 868
2018
Q2 		$2.75M Buy
53,827
+8,918
+20% +$429K 0.01% 869
2018
Q1 		$2.08M Buy
44,909
+8,938
+25% +$392K 0.01% 994
2017
Q4 		$1.64M Buy
35,971
+2,503
+7% +$126K 0.01% 1066
2017
Q3 		$1.66M Buy
33,468
+3,991
+14% +$199K 0.01% 1016
2017
Q2 		$1.42M Buy
29,477
+1,232
+4% +$58.5K 0.01% 1063
2017
Q1 		$1.27M Buy
28,245
+352
+1% +$15.8K 0.01% 1064
2016
Q4 		$1.26M Buy
27,893
+747
+3% +$31.2K 0.01% 1017
2016
Q3 		$1.06M Buy
27,146
+5,788
+27% +$239K 0.01% 1080
2016
Q2 		$911K Sell
21,358
-2,281
-10% -$92.7K 0.01% 1121
2016
Q1 		$1M Buy
23,639
+3,419
+17% +$133K 0.01% 1046
2015
Q4 		$725K Sell
20,220
-2,746
-12% -$98.6K 0.01% 1149
2015
Q3 		$847K Buy
22,966
+2,942
+15% +$104K 0.01% 1050
2015
Q2 		$661K Buy
20,024
+3,792
+23% +$128K 0.01% 1180
2015
Q1 		$564K Buy
16,232
+4,351
+37% +$153K 0.01% 1204
2014
Q4 		$436K Sell
11,881
-3,108
-21% -$108K 0.01% 1304
2014
Q3 		$466K Sell
14,989
-1,502
-9% -$48.5K 0.01% 1178
2014
Q2 		$558K Buy
16,491
+5,909
+56% +$196K 0.01% 1077
2014
Q1 		$348K Buy
+10,582
New +$328K ﹤0.01% 1519
2013
Q4 		– Sell
-7,631
Closed -$230K – 1615
2013
Q3 		$223K Buy
+7,631
New +$225K ﹤0.01% 1588

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's UTL Position: Q4 2020 in Review

Aperio Group reduced its Unitil (UTL) stake by 40% in Q4 2020, selling an estimated $473K and leaving 17,909 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Aperio Group first reported a position in UTL in Q3 2013 and has held it in 29 quarters since. The position peaked at $2.89M in Q3 2018. 140 funds tracked by Wall St. Rank hold UTL as of Q4 2020.

  • Aperio Group held 17,909 shares of Unitil worth $793K as of Q4 2020.
  • Aperio Group sold 11,868 Unitil shares in Q4 2020, an estimated $473K.
  • Unitil made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1723 holding.
  • Aperio Group first reported a position in Unitil in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Unitil position peaked at $2.89M in Q3 2018.
  • 140 funds tracked by Wall St. Rank held Unitil as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.