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Campbell & Co Investment Adviser’s Unitil UTL Stock Holding History

Campbell & Co Investment Adviser’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
Q2 		– Sell
-14,252
Closed -$822K – 1493
2025
Q1 		$822K Sell
14,252
-2,162
-13% -$119K 0.06% 503
2024
Q4 		$889K Buy
16,414
+1,105
+7% +$64.1K 0.07% 433
2024
Q3 		$927K Sell
15,309
-3,681
-19% -$215K 0.07% 472
2024
Q2 		$983K Buy
18,990
+3,405
+22% +$175K 0.08% 372
2024
Q1 		$816K Sell
15,585
-1,924
-11% -$96.9K 0.07% 479
2023
Q4 		$920K Buy
17,509
+9,346
+114% +$452K 0.08% 423
2023
Q3 		$349K Sell
8,163
-12,833
-61% -$628K 0.04% 662
2023
Q2 		$1.06M Sell
20,996
-1,590
-7% -$88.2K 0.19% 131
2023
Q1 		$1.29M Buy
22,586
+107
+0.5% +$5.71K 0.24% 96
2022
Q4 		$1.15M Buy
+22,479
New +$1.14M 0.28% 72
2022
Q3 		– Sell
-19,251
Closed -$1.13M – 952
2022
Q2 		$1.13M Buy
+19,251
New +$1.04M 0.3% 58
2021
Q3 		– Sell
-5,040
Closed -$267K – 785
2021
Q2 		$267K Buy
+5,040
New +$271K 0.11% 357
2020
Q1 		– Sell
-5,254
Closed -$325K – 505
2019
Q4 		$325K Sell
5,254
-2,328
-31% -$144K 0.1% 386
2019
Q3 		$481K Sell
7,582
-5,953
-44% -$357K 0.18% 189
2019
Q2 		$811K Buy
13,535
+8,032
+146% +$457K 0.37% 50
2019
Q1 		$298K Sell
5,503
-175
-3% -$9.13K 0.15% 276
2018
Q4 		$318K Buy
5,678
+378
+7% +$18.8K 0.31% 136
2018
Q3 		$270K Buy
+5,300
New +$270K 0.18% 260
2017
Q4 		– Sell
-8,451
Closed -$418K – 516
2017
Q3 		$418K Sell
8,451
-76
-0.9% -$3.78K 0.34% 96
2017
Q2 		$412K Buy
+8,527
New +$405K 0.38% 71
2015
Q4 		– Sell
-6,904
Closed -$255K – 245
2015
Q3 		$255K Buy
+6,904
New +$244K 0.17% 217

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Campbell & Co Investment Adviser's UTL Position: Q2 2025 in Review

Campbell & Co Investment Adviser sold out of Unitil (UTL) in Q2 2025, closing a stake of 14,252 shares — an estimated $822K sold.

Campbell & Co Investment Adviser first reported a position in UTL in Q3 2015 and held it in 21 quarters. The position peaked at $1.29M in Q1 2023. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Campbell & Co Investment Adviser reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 14,252 Unitil shares in Q2 2025, an estimated $822K.
  • Campbell & Co Investment Adviser first reported a position in Unitil in Q3 2015 and held it in 21 quarters.
  • Campbell & Co Investment Adviser's Unitil position peaked at $1.29M in Q1 2023.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2025, filed 7 Aug 2025.