Baldwin Wealth Partners’s Unitil UTL Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-1,000	Closed	-$60.6K	–	980
2024 Q3	$60.6K	Hold	1,000	–	–	﹤0.01%	511
2024 Q2	$51.8K	Hold	1,000	–	–	﹤0.01%	346
2024 Q1	$52.4K	Hold	1,000	–	–	﹤0.01%	363
2023 Q4	$52.6K	Hold	1,000	–	–	﹤0.01%	371
2023 Q3	$42.7K	Hold	1,000	–	–	﹤0.01%	419
2023 Q2	$50.7K	Hold	1,000	–	–	﹤0.01%	413
2023 Q1	$57K	Hold	1,000	–	–	0.01%	411
2022 Q4	$51.4K	Buy	+1,000	New	+$50.9K	﹤0.01%	414

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's UTL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Unitil (UTL) in Q4 2024, closing a stake of 1,000 shares — an estimated $60.6K sold.

Baldwin Wealth Partners first reported a position in UTL in Q4 2022 and held it in 8 quarters. The position peaked at $60.6K in Q3 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

Baldwin Wealth Partners reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,000 Unitil shares in Q4 2024, an estimated $60.6K.
Baldwin Wealth Partners first reported a position in Unitil in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's Unitil position peaked at $60.6K in Q3 2024.
206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.