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F.L. Putnam Investment Management’s Unitil UTL Stock Holding History

F.L. Putnam Investment Management’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
2024
Q1 		– Sell
-3,869
Closed -$203K – 505
2023
Q4 		$203K Buy
+3,869
New +$187K ﹤0.01% 462
2023
Q2 		– Sell
-3,869
Closed -$221K – 480
2023
Q1 		$221K Buy
+3,869
New +$207K 0.01% 402
2022
Q3 		– Sell
-3,869
Closed -$227K – 416
2022
Q2 		$227K Buy
+3,869
New +$209K 0.01% 374

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return

F.L. Putnam Investment Management's UTL Position: Q1 2024 in Review

F.L. Putnam Investment Management sold out of Unitil (UTL) in Q1 2024, closing a stake of 3,869 shares — an estimated $203K sold.

F.L. Putnam Investment Management first reported a position in UTL in Q2 2022 and held it in 3 quarters. The position peaked at $227K in Q2 2022. 187 funds tracked by Wall St. Rank hold UTL as of Q1 2024.

  • F.L. Putnam Investment Management reported no remaining Unitil position as of Q1 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 3,869 Unitil shares in Q1 2024, an estimated $203K.
  • F.L. Putnam Investment Management first reported a position in Unitil in Q2 2022 and held it in 3 quarters.
  • F.L. Putnam Investment Management's Unitil position peaked at $227K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Unitil as of Q1 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2024, filed 3 May 2024.