Brandywine Global Investment Management’s Unitil UTL Stock Holding History

Brandywine Global Investment 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
2024 Q4	–	Sell	-9,300	Closed	-$547K	–	709
2024 Q3	$547K	Sell	9,300 -24,800	-73%	-$1.45M	﹤0.01%	627
2024 Q2	$1.77M	Sell	34,100 -59,400	-64%	-$3.05M	0.01%	564
2024 Q1	$4.89M	Hold	93,500	–	–	0.04%	403
2023 Q4	$4.92M	Sell	93,500 -18,600	-17%	-$900K	0.04%	395
2023 Q3	$4.79M	Buy	112,100 +2,200	+2%	+$108K	0.04%	376
2023 Q2	$5.57M	Buy	+109,900	New	+$6.1M	0.05%	356

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

Brandywine Global Investment Management's UTL Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of Unitil (UTL) in Q4 2024, closing a stake of 9,300 shares — an estimated $547K sold.

Brandywine Global Investment Management first reported a position in UTL in Q2 2023 and held it in 6 quarters. The position peaked at $5.57M in Q2 2023. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

Brandywine Global Investment Management reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
Brandywine Global Investment Management sold 9,300 Unitil shares in Q4 2024, an estimated $547K.
Brandywine Global Investment Management first reported a position in Unitil in Q2 2023 and held it in 6 quarters.
Brandywine Global Investment Management's Unitil position peaked at $5.57M in Q2 2023.
206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.