DZ Bank
UTL icon

DZ Bank’s Unitil UTL Stock Holding History

DZ Bank’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
2025
Q1 		– Sell
-1,573
Closed -$85.2K – 1036
2024
Q4 		$85.2K Hold
1,573
– – ﹤0.01% 876
2024
Q3 		$95.3K Hold
1,573
– – ﹤0.01% 899
2024
Q2 		$81.5K Buy
+1,573
New +$80.8K ﹤0.01% 936
2020
Q2 		– Sell
-3,184
Closed -$167K – 850
2020
Q1 		$167K Buy
+3,184
New +$189K ﹤0.01% 673
2019
Q4 		– Sell
-3,184
Closed -$202K – 799
2019
Q3 		$202K Buy
+3,184
New +$191K ﹤0.01% 664

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

DZ Bank's UTL Position: Q1 2025 in Review

DZ Bank sold out of Unitil (UTL) in Q1 2025, closing a stake of 1,573 shares — an estimated $85.2K sold.

DZ Bank first reported a position in UTL in Q3 2019 and held it in 5 quarters. The position peaked at $202K in Q3 2019. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.

  • DZ Bank reported no remaining Unitil position as of Q1 2025 after selling out during the quarter.
  • DZ Bank sold 1,573 Unitil shares in Q1 2025, an estimated $85.2K.
  • DZ Bank first reported a position in Unitil in Q3 2019 and held it in 5 quarters.
  • DZ Bank's Unitil position peaked at $202K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.

Based on DZ Bank's 13F filing for Q1 2025, filed 15 May 2025.