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Catalyst Funds Management’s Unitil UTL Stock Holding History

Catalyst Funds 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
Q3 		– Sell
-200
Closed -$10.4K – 1615
2024
Q2 		$10.4K Buy
+200
New +$10.3K ﹤0.01% 913

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Funds Management's UTL Position: Q3 2024 in Review

Catalyst Funds Management sold out of Unitil (UTL) in Q3 2024, closing a stake of 200 shares — an estimated $10.4K sold.

Catalyst Funds Management first reported a position in UTL in Q2 2024 and held it in 1 quarter. The position peaked at $10.4K in Q2 2024. 213 funds tracked by Wall St. Rank hold UTL as of Q3 2024.

  • Catalyst Funds Management reported no remaining Unitil position as of Q3 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 200 Unitil shares in Q3 2024, an estimated $10.4K.
  • Catalyst Funds Management first reported a position in Unitil in Q2 2024 and held it in 1 quarter.
  • Catalyst Funds Management's Unitil position peaked at $10.4K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Unitil as of Q3 2024.

Based on Catalyst Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.