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Hudson Valley Investment Advisors’s Unitil UTL Stock Holding History

Hudson Valley Investment Advisors’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
2023
Q1 		– Sell
-9,464
Closed -$486K – 223
2022
Q4 		$486K Hold
9,464
– – 0.07% 139
2022
Q3 		$440K Sell
9,464
-470
-5% -$25.4K 0.07% 145
2022
Q2 		$583K Buy
9,934
+709
+8% +$38.3K 0.09% 128
2022
Q1 		$460K Sell
9,225
-2,249
-20% -$110K 0.06% 151
2021
Q4 		$528K Buy
11,474
+2,704
+31% +$117K 0.08% 128
2021
Q3 		$375K Buy
+8,770
New +$438K 0.06% 142

Other funds holding UTL

BlackRock
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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 $13.1B AUM 24.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hudson Valley Investment Advisors's UTL Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of Unitil (UTL) in Q1 2023, closing a stake of 9,464 shares — an estimated $486K sold.

Hudson Valley Investment Advisors first reported a position in UTL in Q3 2021 and held it in 6 quarters. The position peaked at $583K in Q2 2022. 189 funds tracked by Wall St. Rank hold UTL as of Q1 2023.

  • Hudson Valley Investment Advisors reported no remaining Unitil position as of Q1 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 9,464 Unitil shares in Q1 2023, an estimated $486K.
  • Hudson Valley Investment Advisors first reported a position in Unitil in Q3 2021 and held it in 6 quarters.
  • Hudson Valley Investment Advisors's Unitil position peaked at $583K in Q2 2022.
  • 189 funds tracked by Wall St. Rank held Unitil as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.