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Ellevest Inc’s Unitil UTL Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-4,838
Closed -$279K – 441
2025
Q1 		$279K Sell
4,838
-179
-4% -$9.85K 0.02% 305
2024
Q4 		$272K Sell
5,017
-119
-2% -$6.9K 0.02% 331
2024
Q3 		$311K Buy
5,136
+103
+2% +$6.01K 0.02% 316
2024
Q2 		$261K Sell
5,033
-110
-2% -$5.65K 0.02% 339
2024
Q1 		$269K Sell
5,143
-540
-10% -$27.2K 0.02% 326
2023
Q4 		$299K Buy
+5,683
New +$275K 0.02% 294
2023
Q2 		– Sell
-276
Closed -$15.7K – 1568
2023
Q1 		$15.7K Sell
276
-145
-34% -$7.74K ﹤0.01% 915
2022
Q4 		$21.6K Buy
421
+34
+9% +$1.73K ﹤0.01% 830
2022
Q3 		$18K Sell
387
-20
-5% -$1.08K ﹤0.01% 847
2022
Q2 		$24K Sell
407
-120
-23% -$6.48K ﹤0.01% 725
2022
Q1 		$26K Sell
527
-1,056
-67% -$51.6K ﹤0.01% 678
2021
Q4 		$73K Buy
1,583
+1,567
+9,794% +$67.9K 0.01% 442
2021
Q3 		$1K Sell
16
-557
-97% -$27.8K ﹤0.01% 1328
2021
Q2 		$30K Buy
+573
New +$30.8K ﹤0.01% 568
2020
Q4 		– Sell
-311
Closed -$12K – 1364
2020
Q3 		$12K Buy
311
+193
+164% +$8.1K ﹤0.01% 623
2020
Q2 		$5K Buy
+118
New +$5.77K ﹤0.01% 759

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
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
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Ellevest Inc's UTL Position: Q2 2025 in Review

Ellevest Inc sold out of Unitil (UTL) in Q2 2025, closing a stake of 4,838 shares — an estimated $279K sold.

Ellevest Inc first reported a position in UTL in Q2 2020 and held it in 16 quarters. The position peaked at $311K in Q3 2024. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Ellevest Inc reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 4,838 Unitil shares in Q2 2025, an estimated $279K.
  • Ellevest Inc first reported a position in Unitil in Q2 2020 and held it in 16 quarters.
  • Ellevest Inc's Unitil position peaked at $311K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.