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Bartlett & Co Wealth Management’s Unitil UTL Stock Holding History

Bartlett & Co Wealth Management’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
2022
Q3 		– Sell
-41
Closed -$2.41K – 1282
2022
Q2 		$2.41K Buy
+41
New +$2.21K ﹤0.01% 1157

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's UTL Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Unitil (UTL) in Q3 2022, closing a stake of 41 shares — an estimated $2.41K sold.

Bartlett & Co Wealth Management first reported a position in UTL in Q2 2022 and held it in 1 quarter. The position peaked at $2.41K in Q2 2022. 177 funds tracked by Wall St. Rank hold UTL as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Unitil position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 41 Unitil shares in Q3 2022, an estimated $2.41K.
  • Bartlett & Co Wealth Management first reported a position in Unitil in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Unitil position peaked at $2.41K in Q2 2022.
  • 177 funds tracked by Wall St. Rank held Unitil as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.