Evoke Wealth’s Unitil UTL Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-156	Closed	-$7K	–	1100
2022 Q3	$7K	Hold	156	–	–	﹤0.01%	831
2022 Q2	$9K	Hold	156	–	–	﹤0.01%	793
2022 Q1	$8K	Hold	156	–	–	﹤0.01%	816
2021 Q4	$7K	Hold	156	–	–	﹤0.01%	851
2021 Q3	$6K	Hold	156	–	–	﹤0.01%	828
2021 Q2	$8K	Hold	156	–	–	﹤0.01%	791
2021 Q1	$7K	Hold	156	–	–	﹤0.01%	782
2020 Q4	$7K	Hold	156	–	–	﹤0.01%	651
2020 Q3	$6K	Hold	156	–	–	﹤0.01%	643
2020 Q2	$7K	Hold	156	–	–	﹤0.01%	610
2020 Q1	$8.16K	Hold	156	–	–	﹤0.01%	533
2019 Q4	$9.64K	Hold	156	–	–	﹤0.01%	758
2019 Q3	$9.9K	Buy	+156	New	+$9.35K	﹤0.01%	825

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

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

Evoke Wealth's UTL Position: Q4 2022 in Review

Evoke Wealth sold out of Unitil (UTL) in Q4 2022, closing a stake of 156 shares — an estimated $7K sold.

Evoke Wealth first reported a position in UTL in Q3 2019 and held it in 13 quarters. The position peaked at $9.9K in Q3 2019. 179 funds tracked by Wall St. Rank hold UTL as of Q4 2022.

Evoke Wealth reported no remaining Unitil position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 156 Unitil shares in Q4 2022, an estimated $7K.
Evoke Wealth first reported a position in Unitil in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Unitil position peaked at $9.9K in Q3 2019.
179 funds tracked by Wall St. Rank held Unitil as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.