HI
UTL icon

Harbour Investments’s Unitil UTL Stock Holding History

Harbour Investments’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
2026
Q1 		$38.3K Buy
733
+533
+267% +$27.3K ﹤0.01% 2485
2025
Q4 		$9.69K Sell
200
-36
-15% -$1.75K ﹤0.01% 2765
2025
Q3 		$11.3K Hold
236
– – ﹤0.01% 2624
2025
Q2 		$12.3K Hold
236
– – ﹤0.01% 2462
2025
Q1 		$13.6K Hold
236
– – ﹤0.01% 2366
2024
Q4 		$12.8K Hold
236
– – ﹤0.01% 2325
2024
Q3 		$14.3K Hold
236
– – ﹤0.01% 2211
2024
Q2 		$12.2K Buy
236
+36
+18% +$1.85K ﹤0.01% 2168
2024
Q1 		$10.5K Hold
200
– – ﹤0.01% 2206
2023
Q4 		$10.5K Hold
200
– – ﹤0.01% 2125
2023
Q3 		$8.54K Hold
200
– – ﹤0.01% 2093
2023
Q2 		$10.1K Hold
200
– – ﹤0.01% 2022
2023
Q1 		$11.4K Hold
200
– – ﹤0.01% 1957
2022
Q4 		$10.3K Hold
200
– – ﹤0.01% 1940
2022
Q3 		$12K Hold
200
– – ﹤0.01% 1871
2022
Q2 		$12K Buy
+200
New +$10.8K ﹤0.01% 1871
2021
Q4 		$9K Sell
200
-1,176
-85% -$51K ﹤0.01% 1993
2021
Q3 		$59K Buy
1,376
+1
+0.1% +$50 ﹤0.01% 1676
2021
Q2 		$73K Buy
1,375
+245
+22% +$13.2K ﹤0.01% 1577
2021
Q1 		$52K Buy
+1,130
New +$49.4K ﹤0.01% 1689

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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