Covestor’s Unitil UTL Stock Holding History

Covestor’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	$9K	Buy	166 +164	+8,200%	+$8.4K	0.01%	1522
2025 Q4	$0	Hold	2	–	–	﹤0.01%	2765
2025 Q3	$0	Sell	2 -1	-33%	-$49	﹤0.01%	2804
2025 Q2	$0	Sell	3 -14	-82%	-$776	﹤0.01%	2785
2025 Q1	$1K	Buy	17 +15	+750%	+$825	﹤0.01%	2119
2024 Q4	$0	Hold	2	–	–	﹤0.01%	2767
2024 Q3	$0	Buy	2 +1	+100%	+$58	﹤0.01%	2805
2024 Q2	$0	Hold	1	–	–	﹤0.01%	2790
2024 Q1	$0	Hold	1	–	–	﹤0.01%	2776
2023 Q4	$0	Sell	1 -1	-50%	-$48	﹤0.01%	2752
2023 Q3	$0	Hold	2	–	–	﹤0.01%	2747
2023 Q2	$0	Buy	+2	New	+$111	﹤0.01%	2684
2023 Q1	–	Sell	-1	Closed	–	–	2616
2022 Q4	$0	Buy	+1	New	+$51	﹤0.01%	2636
2022 Q3	–	Sell	-74	Closed	-$4K	–	2644
2022 Q2	$4K	Buy	74 +63	+573%	+$3.4K	﹤0.01%	1498
2022 Q1	$1K	Sell	11 -2	-15%	-$98	﹤0.01%	1976
2021 Q4	$1K	Buy	+13	New	+$563	﹤0.01%	1971

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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