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Berman Capital Advisors’s Unitil UTL Stock Holding History

Berman Capital 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
2021
Q3 		$1K Hold
36
– – ﹤0.01% 1973
2021
Q2 		$1K Hold
36
– – ﹤0.01% 1818
2021
Q1 		$1K Hold
36
– – ﹤0.01% 1705
2020
Q4 		$1K Hold
36
– – ﹤0.01% 1599
2020
Q3 		$1K Buy
+36
New +$1.51K ﹤0.01% 1525

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $13.1B AUM 24.63% 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

Berman Capital Advisors's UTL Position: Q3 2021 in Review

Berman Capital Advisors held its Unitil (UTL) position steady in Q3 2021 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Berman Capital Advisors first reported a position in UTL in Q3 2020 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold UTL as of Q3 2021.

  • Berman Capital Advisors held 36 shares of Unitil worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Unitil share count unchanged in Q3 2021.
  • Unitil made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1973 holding.
  • Berman Capital Advisors first reported a position in Unitil in Q3 2020 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Unitil as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.