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UTL icon

HRT Financial’s Unitil UTL Stock Holding History

HRT Financial’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 		$5.77M Buy
110,438
+99,142
+878% +$5.08M 0.01% 910
2025
Q4 		$547K Sell
11,296
-152
-1% -$7.4K ﹤0.01% 2055
2025
Q3 		$547K Buy
11,448
+7,339
+179% +$358K ﹤0.01% 1843
2025
Q2 		$214K Buy
+4,109
New +$228K ﹤0.01% 2033
2025
Q1 		– Sell
-6,524
Closed -$353K – 3443
2024
Q4 		$353K Sell
6,524
-9,260
-59% -$537K ﹤0.01% 1625
2024
Q3 		$956K Buy
+15,784
New +$921K ﹤0.01% 1259
2023
Q2 		– Sell
-10,246
Closed -$584K – 3317
2023
Q1 		$584K Buy
10,246
+4,314
+73% +$230K 0.01% 1253
2022
Q4 		$304K Sell
5,932
-11,141
-65% -$567K ﹤0.01% 1717
2022
Q3 		$793K Buy
+17,073
New +$924K 0.01% 1078
2022
Q2 		– Sell
-5,618
Closed -$280K – 3774
2022
Q1 		$280K Buy
+5,618
New +$275K ﹤0.01% 2283
2020
Q4 		– Sell
-7,604
Closed -$293K – 2505
2020
Q3 		$293K Buy
+7,604
New +$319K 0.01% 1156

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