Federated Hermes
UTL icon

Federated Hermes’s Unitil UTL Stock Holding History

Federated Hermes’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
Q4 		– Sell
-877
Closed -$53.1K – 2195
2024
Q3 		$53.1K Buy
877
+276
+46% +$16.1K ﹤0.01% 1649
2024
Q2 		$31.1K Buy
601
+22
+4% +$1.13K ﹤0.01% 1673
2024
Q1 		$30.3K Sell
579
-234
-29% -$11.8K ﹤0.01% 1678
2023
Q4 		$42.7K Buy
813
+103
+15% +$4.98K ﹤0.01% 1666
2023
Q3 		$30.3K Buy
710
+112
+19% +$5.48K ﹤0.01% 1729
2023
Q2 		$30.3K Buy
598
+322
+117% +$17.9K ﹤0.01% 1738
2023
Q1 		$15.7K Buy
276
+160
+138% +$8.54K ﹤0.01% 1834
2022
Q4 		$5.96K Buy
+116
New +$5.9K ﹤0.01% 1911
2021
Q3 		– Sell
-1
Closed -$1K – 2322
2021
Q2 		$1K Sell
1
-1,921
-100% -$103K ﹤0.01% 2161
2021
Q1 		$89K Buy
1,922
+676
+54% +$29.5K ﹤0.01% 1808
2020
Q4 		$55K Sell
1,246
-1,082
-46% -$43.2K ﹤0.01% 1805
2020
Q3 		$90K Sell
2,328
-22
-0.9% -$923 ﹤0.01% 1742
2020
Q2 		$105K Sell
2,350
-146
-6% -$7.14K ﹤0.01% 1700
2020
Q1 		$130K Buy
2,496
+755
+43% +$44.7K ﹤0.01% 1620
2019
Q4 		$107K Sell
1,741
-108
-6% -$6.67K ﹤0.01% 1673
2019
Q3 		$117K Buy
1,849
+105
+6% +$6.29K ﹤0.01% 1640
2019
Q2 		$104K Sell
1,744
-43
-2% -$2.45K ﹤0.01% 1601
2019
Q1 		$97K Buy
1,787
+876
+96% +$45.7K ﹤0.01% 1606
2018
Q4 		$46K Sell
911
-31
-3% -$1.54K ﹤0.01% 1668
2018
Q3 		$48K Buy
942
+31
+3% +$1.58K ﹤0.01% 1740
2018
Q2 		$46K Buy
911
+139
+18% +$6.69K ﹤0.01% 1703
2018
Q1 		$36K Buy
772
+257
+50% +$11.3K ﹤0.01% 1685
2017
Q4 		$23K Buy
+515
New +$25.8K ﹤0.01% 1747
2015
Q3 		– Sell
-110
Closed -$4K – 2048
2015
Q2 		$4K Sell
110
-29
-21% -$979 ﹤0.01% 1826
2015
Q1 		$5K Sell
139
-914
-87% -$32.2K ﹤0.01% 1872
2014
Q4 		$39K Buy
+1,053
New +$36.7K ﹤0.01% 1687

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
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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes's UTL Position: Q4 2024 in Review

Federated Hermes sold out of Unitil (UTL) in Q4 2024, closing a stake of 877 shares — an estimated $53.1K sold.

Federated Hermes first reported a position in UTL in Q4 2014 and held it in 26 quarters. The position peaked at $130K in Q1 2020. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

  • Federated Hermes reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
  • Federated Hermes sold 877 Unitil shares in Q4 2024, an estimated $53.1K.
  • Federated Hermes first reported a position in Unitil in Q4 2014 and held it in 26 quarters.
  • Federated Hermes's Unitil position peaked at $130K in Q1 2020.
  • 206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Federated Hermes's 13F filing for Q4 2024, filed 13 Feb 2025.