Foundry Partners’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.68M | Buy |
115,875
+22,220
| +24% | +$1.22M | 0.35% | 81 |
|
|
2024
Q4 | $5.08M | Sell |
93,655
-20,270
| -18% | -$1.18M | 0.26% | 129 |
|
|
2024
Q3 | $6.9M | Buy |
113,925
+1,320
| +1% | +$77K | 0.34% | 89 |
|
|
2024
Q2 | $5.83M | Sell |
112,605
-1,115
| -1% | -$57.3K | 0.31% | 99 |
|
|
2024
Q1 | $5.95M | Sell |
113,720
-5,820
| -5% | -$293K | 0.32% | 103 |
|
|
2023
Q4 | $6.28M | Buy |
119,540
+6,505
| +6% | +$315K | 0.38% | 84 |
|
|
2023
Q3 | $4.83M | Buy |
113,035
+2,950
| +3% | +$144K | 0.3% | 111 |
|
|
2023
Q2 | $5.58M | Sell |
110,085
-2,050
| -2% | -$114K | 0.34% | 82 |
|
|
2023
Q1 | $6.4M | Sell |
112,135
-455
| -0.4% | -$24.3K | 0.4% | 64 |
|
|
2022
Q4 | $5.78M | Buy |
112,590
+510
| +0.5% | +$25.9K | 0.32% | 77 |
|
|
2022
Q3 | $5.21M | Buy |
112,080
+1,300
| +1% | +$70.3K | 0.33% | 67 |
|
|
2022
Q2 | $6.5M | Hold |
110,780
| – | – | 0.39% | 55 |
|
|
2022
Q1 | $5.53M | Buy |
110,780
+50,600
| +84% | +$2.47M | 0.28% | 79 |
|
|
2021
Q4 | $2.77M | Sell |
60,180
-29,718
| -33% | -$1.29M | 0.1% | 217 |
|
|
2021
Q3 | $3.85M | Buy |
89,898
+25,393
| +39% | +$1.27M | 0.14% | 188 |
|
|
2021
Q2 | $3.42M | Sell |
64,505
-20,955
| -25% | -$1.13M | 0.12% | 212 |
|
|
2021
Q1 | $3.9M | Sell |
85,460
-12,535
| -13% | -$548K | 0.13% | 212 |
|
|
2020
Q4 | $4.34M | Sell |
97,995
-28,102
| -22% | -$1.12M | 0.17% | 174 |
|
|
2020
Q3 | $4.87M | Sell |
126,097
-8,020
| -6% | -$336K | 0.24% | 136 |
|
|
2020
Q2 | $6.01M | Sell |
134,117
-7,348
| -5% | -$359K | 0.29% | 118 |
|
|
2020
Q1 | $7.4M | Sell |
141,465
-1,790
| -1% | -$106K | 0.42% | 77 |
|
|
2019
Q4 | $8.86M | Sell |
143,255
-17,430
| -11% | -$1.08M | 0.33% | 113 |
|
|
2019
Q3 | $10.2M | Sell |
160,685
-9,635
| -6% | -$577K | 0.42% | 84 |
|
|
2019
Q2 | $10.2M | Sell |
170,320
-1,315
| -0.8% | -$74.8K | 0.4% | 87 |
|
|
2019
Q1 | $9.3M | Buy |
171,635
+9,900
| +6% | +$517K | 0.37% | 89 |
|
|
2018
Q4 | $8.19M | Sell |
161,735
-1,825
| -1% | -$90.9K | 0.37% | 90 |
|
|
2018
Q3 | $8.32M | Buy |
163,560
+11,060
| +7% | +$564K | 0.32% | 110 |
|
|
2018
Q2 | $7.78M | Buy |
152,500
+13,105
| +9% | +$631K | 0.32% | 115 |
|
|
2018
Q1 | $6.47M | Buy |
139,395
+100
| +0.1% | +$4.39K | 0.28% | 137 |
|
|
2017
Q4 | $6.36M | Buy |
139,295
+35,140
| +34% | +$1.76M | 0.26% | 144 |
|
|
2017
Q3 | $5.15M | Buy |
104,155
+64,532
| +163% | +$3.21M | 0.21% | 186 |
|
|
2017
Q2 | $1.91M | Buy |
+39,623
| New | +$1.88M | 0.08% | 311 |
|
Other funds holding UTL
BTW
ACB
Foundry Partners's UTL Position: Q1 2025 in Review
Foundry Partners increased its Unitil (UTL) stake by 24% in Q1 2025, buying an estimated $1.22M and bringing the position to 115,875 shares worth $6.68M. The position accounts for 0.35% of the portfolio, ranked #81.
Foundry Partners first reported a position in UTL in Q2 2017 and has held it in 32 quarters since. The position peaked at $10.2M in Q2 2019. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.
- Foundry Partners held 115,875 shares of Unitil worth $6.68M as of Q1 2025.
- Foundry Partners bought 22,220 Unitil shares in Q1 2025, an estimated $1.22M.
- Unitil made up 0.35% of Foundry Partners's portfolio in Q1 2025, its #81 holding.
- Foundry Partners first reported a position in Unitil in Q2 2017 and has held it in 32 quarters since.
- Foundry Partners's Unitil position peaked at $10.2M in Q2 2019.
- 224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.
Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.