Ergoteles’s Unitil UTL Stock Holding History

Ergoteles’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
2023 Q1	–	Sell	-8,677	Closed	-$446K	–	1776
2022 Q4	$446K	Buy	+8,677	New	+$441K	0.02%	751

Other funds holding UTL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's UTL Position: Q1 2023 in Review

Ergoteles sold out of Unitil (UTL) in Q1 2023, closing a stake of 8,677 shares — an estimated $446K sold.

Ergoteles first reported a position in UTL in Q4 2022 and held it in 1 quarter. The position peaked at $446K in Q4 2022. 189 funds tracked by Wall St. Rank hold UTL as of Q1 2023.

Ergoteles reported no remaining Unitil position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 8,677 Unitil shares in Q1 2023, an estimated $446K.
Ergoteles first reported a position in Unitil in Q4 2022 and held it in 1 quarter.
Ergoteles's Unitil position peaked at $446K in Q4 2022.
189 funds tracked by Wall St. Rank held Unitil as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.