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Douglass Winthrop Advisors’s Unitil UTL Stock Holding History

Douglass Winthrop 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
2021
Q1 		– Sell
-5,000
Closed -$221K – 273
2020
Q4 		$221K Buy
+5,000
New +$199K 0.01% 249

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
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

Douglass Winthrop Advisors's UTL Position: Q1 2021 in Review

Douglass Winthrop Advisors sold out of Unitil (UTL) in Q1 2021, closing a stake of 5,000 shares — an estimated $221K sold.

Douglass Winthrop Advisors first reported a position in UTL in Q4 2020 and held it in 1 quarter. The position peaked at $221K in Q4 2020. 136 funds tracked by Wall St. Rank hold UTL as of Q1 2021.

  • Douglass Winthrop Advisors reported no remaining Unitil position as of Q1 2021 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 5,000 Unitil shares in Q1 2021, an estimated $221K.
  • Douglass Winthrop Advisors first reported a position in Unitil in Q4 2020 and held it in 1 quarter.
  • Douglass Winthrop Advisors's Unitil position peaked at $221K in Q4 2020.
  • 136 funds tracked by Wall St. Rank held Unitil as of Q1 2021.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2021, filed 13 May 2021.