Bartlett & Co’s Unitil UTL Stock Holding History

Bartlett & Co’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	-$2K	–	1273
2022 Q2	$2K	Buy	+41	New	+$2.21K	﹤0.01%	1193

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

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 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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Bartlett & Co sold out of Unitil (UTL) in Q3 2022, closing a stake of 41 shares — an estimated $2K sold.

Bartlett & Co first reported a position in UTL in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 177 funds tracked by Wall St. Rank hold UTL as of Q3 2022.

Bartlett & Co reported no remaining Unitil position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 41 Unitil shares in Q3 2022, an estimated $2K.
Bartlett & Co first reported a position in Unitil in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Unitil position peaked at $2K in Q2 2022.
177 funds tracked by Wall St. Rank held Unitil as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.