Fidelity Investments
GUT

Fidelity Investments’s Gabelli Utility Trust GUT Stock Holding History

Fidelity Investments’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$5 – 5668
2024
Q3 		$5 Hold
1
– – ﹤0.01% 5454
2024
Q2 		$6 Buy
+1
New +$6 ﹤0.01% 5309
2024
Q1 		– Sell
-1
Closed -$5 – 5523
2023
Q4 		$5 Buy
+1
New +$6 ﹤0.01% 5371
2023
Q3 		– Sell
-1
Closed -$7 – 5395
2023
Q2 		$7 Sell
1
-2,153
-100% -$14.5K ﹤0.01% 5297
2023
Q1 		$15K Buy
+2,154
New +$15.3K ﹤0.01% 3966
2022
Q4 		– Sell
-316
Closed -$2K – 5449
2022
Q3 		$2K Buy
316
+247
+358% +$1.82K ﹤0.01% 4547
2022
Q2 		$0 Sell
69
-445
-87% -$3.05K ﹤0.01% 5168
2022
Q1 		$4K Buy
+514
New +$3.96K ﹤0.01% 4492
2021
Q3 		– Sell
-80
Closed -$1K – 4628
2021
Q2 		$1K Buy
80
+20
+33% +$144 ﹤0.01% 4041
2021
Q1 		$0 Buy
+60
New +$455 ﹤0.01% 4211
2020
Q2 		– Sell
-374
Closed -$2K – 3836
2020
Q1 		$2K Buy
+374
New +$2.69K ﹤0.01% 3399
2019
Q3 		– Sell
-2
Closed – – 3965
2019
Q2 		$0 Buy
+2
New +$14 ﹤0.01% 3923
2019
Q1 		– Sell
-1
Closed – – 3849
2018
Q4 		$0 Sell
1
-20
-95% -$118 ﹤0.01% 3775
2018
Q3 		$0 Buy
+21
New +$120 ﹤0.01% 3644

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Fidelity Investments's GUT Position: Q4 2024 in Review

Fidelity Investments sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 1 share — an estimated $5 sold.

Fidelity Investments first reported a position in GUT in Q3 2018 and held it in 14 quarters. The position peaked at $15K in Q1 2023. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

  • Fidelity Investments reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Gabelli Utility Trust share in Q4 2024, an estimated $5.
  • Fidelity Investments first reported a position in Gabelli Utility Trust in Q3 2018 and held it in 14 quarters.
  • Fidelity Investments's Gabelli Utility Trust position peaked at $15K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.