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IndexIQ Advisors’s Unitil UTL Stock Holding History

IndexIQ 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
2022
Q1 		$407K Sell
8,165
-1,078
-12% -$52.7K 0.01% 578
2021
Q4 		$425K Sell
9,243
-597
-6% -$25.9K 0.01% 721
2021
Q3 		$421K Buy
9,840
+985
+11% +$49.2K 0.01% 760
2021
Q2 		$469K Buy
8,855
+39
+0.4% +$2.1K 0.02% 508
2021
Q1 		$403K Buy
8,816
+4,813
+120% +$210K 0.01% 632
2020
Q4 		$177K Buy
4,003
+413
+12% +$16.5K 0.01% 945
2020
Q3 		$139K Buy
3,590
+195
+6% +$8.18K 0.01% 868
2020
Q2 		$152K Sell
3,395
-135
-4% -$6.6K 0.01% 791
2020
Q1 		$185K Buy
+3,530
New +$209K 0.01% 577

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 $12.2B AUM 12.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

IndexIQ Advisors's UTL Position: Q1 2022 in Review

IndexIQ Advisors reduced its Unitil (UTL) stake by 12% in Q1 2022, selling an estimated $52.7K and leaving 8,165 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #578.

IndexIQ Advisors first reported a position in UTL in Q1 2020 and has held it in 9 quarters since. The position peaked at $469K in Q2 2021. 176 funds tracked by Wall St. Rank hold UTL as of Q1 2022.

  • IndexIQ Advisors held 8,165 shares of Unitil worth $407K as of Q1 2022.
  • IndexIQ Advisors sold 1,078 Unitil shares in Q1 2022, an estimated $52.7K.
  • Unitil made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #578 holding.
  • IndexIQ Advisors first reported a position in Unitil in Q1 2020 and has held it in 9 quarters since.
  • IndexIQ Advisors's Unitil position peaked at $469K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held Unitil as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.