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Financial Counselors Inc’s Unitil UTL Stock Holding History

Financial Counselors 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
Q2 		– Sell
-6,379
Closed -$368K – 502
2025
Q1 		$368K Hold
6,379
– – 0.01% 463
2024
Q4 		$346K Hold
6,379
– – 0.01% 468
2024
Q3 		$386K Hold
6,379
– – 0.01% 470
2024
Q2 		$330K Sell
6,379
-90
-1% -$4.63K 0.01% 465
2024
Q1 		$339K Hold
6,469
– – 0.01% 479
2023
Q4 		$340K Hold
6,469
– – 0.01% 463
2023
Q3 		$276K Buy
+6,469
New +$317K 0.01% 480
2020
Q1 		– Sell
-4,634
Closed -$286K – 549
2019
Q4 		$286K Buy
+4,634
New +$286K 0.01% 436

Other funds holding UTL

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

Financial Counselors Inc's UTL Position: Q2 2025 in Review

Financial Counselors Inc sold out of Unitil (UTL) in Q2 2025, closing a stake of 6,379 shares — an estimated $368K sold.

Financial Counselors Inc first reported a position in UTL in Q4 2019 and held it in 8 quarters. The position peaked at $386K in Q3 2024. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Financial Counselors Inc reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 6,379 Unitil shares in Q2 2025, an estimated $368K.
  • Financial Counselors Inc first reported a position in Unitil in Q4 2019 and held it in 8 quarters.
  • Financial Counselors Inc's Unitil position peaked at $386K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.