Cerity Partners
UTL icon

Cerity Partners’s Unitil UTL Stock Holding History

Cerity Partners’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
2026
Q1 		$427K Sell
8,176
-114
-1% -$5.84K ﹤0.01% 2379
2025
Q4 		$402K Buy
8,290
+848
+11% +$41.3K ﹤0.01% 2238
2025
Q3 		$356K Sell
7,442
-181
-2% -$8.84K ﹤0.01% 2171
2025
Q2 		$398K Sell
7,623
-20
-0.3% -$1.11K ﹤0.01% 1999
2025
Q1 		$441K Sell
7,643
-117
-2% -$6.44K ﹤0.01% 1842
2024
Q4 		$427K Sell
7,760
-1,394
-15% -$80.9K ﹤0.01% 1854
2024
Q3 		$555K Buy
9,154
+920
+11% +$53.7K ﹤0.01% 1723
2024
Q2 		$426K Sell
8,234
-370
-4% -$19K ﹤0.01% 1618
2024
Q1 		$450K Buy
8,604
+1,011
+13% +$50.9K ﹤0.01% 1649
2023
Q4 		$399K Buy
7,593
+465
+7% +$22.5K ﹤0.01% 1366
2023
Q3 		$304K Sell
7,128
-350
-5% -$17.1K ﹤0.01% 1146
2023
Q2 		$379K Buy
7,478
+563
+8% +$31.2K ﹤0.01% 1298
2023
Q1 		$404K Buy
6,915
+84
+1% +$4.49K ﹤0.01% 1402
2022
Q4 		$351K Buy
6,831
+45
+0.7% +$2.29K ﹤0.01% 1091
2022
Q3 		$315K Buy
6,786
+8
+0.1% +$433 ﹤0.01% 867
2022
Q2 		$398K Buy
+6,778
New +$366K ﹤0.01% 817
2019
Q1 		– Sell
-9,752
Closed -$494K – 578
2018
Q4 		$494K Sell
9,752
-125
-1% -$6.23K 0.03% 319
2018
Q3 		$503K Buy
9,877
+1,278
+15% +$65.2K 0.03% 329
2018
Q2 		$439K Sell
8,599
-858
-9% -$41.3K 0.03% 354
2018
Q1 		$439K Buy
+9,457
New +$415K 0.03% 359

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