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Bell Investment Advisors’s Unitil UTL Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-12
Closed -$575 – 1950
2025
Q3 		$575 Hold
12
– – ﹤0.01% 1723
2025
Q2 		$626 Hold
12
– – ﹤0.01% 1717
2025
Q1 		$693 Hold
12
– – ﹤0.01% 1662
2024
Q4 		$651 Hold
12
– – ﹤0.01% 1700
2024
Q3 		$727 Hold
12
– – ﹤0.01% 1687
2024
Q2 		$622 Hold
12
– – ﹤0.01% 1740
2024
Q1 		$629 Hold
12
– – ﹤0.01% 1740
2023
Q4 		$631 Buy
+12
New +$581 ﹤0.01% 1737
2023
Q3 		– Sell
-10
Closed -$508 – 1997
2023
Q2 		$508 Hold
10
– – ﹤0.01% 1843
2023
Q1 		$571 Hold
10
– – ﹤0.01% 1764
2022
Q4 		$514 Hold
10
– – ﹤0.01% 1819
2022
Q3 		$0 Buy
+10
New +$541 ﹤0.01% 1961

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return