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Capital Performance Advisors’s Unitil UTL Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-41
Closed -$2.48K – 2570
2024
Q3 		$2.48K Buy
+41
New +$2.39K ﹤0.01% 1463

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's UTL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Unitil (UTL) in Q4 2024, closing a stake of 41 shares — an estimated $2.48K sold.

Capital Performance Advisors first reported a position in UTL in Q3 2024 and held it in 1 quarter. The position peaked at $2.48K in Q3 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 41 Unitil shares in Q4 2024, an estimated $2.48K.
  • Capital Performance Advisors first reported a position in Unitil in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Unitil position peaked at $2.48K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.