EI
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Ethic Inc’s Unitil UTL Stock Holding History

Ethic 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
Q3 		– Sell
-4,903
Closed -$257K – 1303
2025
Q2 		$257K Sell
4,903
-7,551
-61% -$419K ﹤0.01% 1032
2025
Q1 		$729K Buy
12,454
+740
+6% +$40.7K 0.01% 672
2024
Q4 		$635K Sell
11,714
-97
-0.8% -$5.63K 0.01% 724
2024
Q3 		$618K Buy
11,811
+1,887
+19% +$110K 0.02% 710
2024
Q2 		$514K Sell
9,924
-1,887
-16% -$97K 0.01% 758
2024
Q1 		$618K Buy
11,811
+2,792
+31% +$141K 0.02% 708
2023
Q4 		$474K Buy
9,019
+1,185
+15% +$57.3K 0.01% 750
2023
Q3 		$335K Buy
+7,834
New +$384K 0.01% 772

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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

Ethic Inc's UTL Position: Q3 2025 in Review

Ethic Inc sold out of Unitil (UTL) in Q3 2025, closing a stake of 4,903 shares — an estimated $257K sold.

Ethic Inc first reported a position in UTL in Q3 2023 and held it in 8 quarters. The position peaked at $729K in Q1 2025. 217 funds tracked by Wall St. Rank hold UTL as of Q3 2025.

  • Ethic Inc reported no remaining Unitil position as of Q3 2025 after selling out during the quarter.
  • Ethic Inc sold 4,903 Unitil shares in Q3 2025, an estimated $257K.
  • Ethic Inc first reported a position in Unitil in Q3 2023 and held it in 8 quarters.
  • Ethic Inc's Unitil position peaked at $729K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held Unitil as of Q3 2025.

Based on Ethic Inc's 13F filing for Q3 2025, filed 17 Oct 2025.