Inspire Advisors’s Unitil UTL Stock Holding History

Inspire 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
2024 Q4	–	Sell	-4,815	Closed	-$292K	–	460
2024 Q3	$292K	Buy	+4,815	New	+$281K	0.04%	303

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Advisors's UTL Position: Q4 2024 in Review

Inspire Advisors sold out of Unitil (UTL) in Q4 2024, closing a stake of 4,815 shares — an estimated $292K sold.

Inspire Advisors first reported a position in UTL in Q3 2024 and held it in 1 quarter. The position peaked at $292K in Q3 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

Inspire Advisors reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
Inspire Advisors sold 4,815 Unitil shares in Q4 2024, an estimated $292K.
Inspire Advisors first reported a position in Unitil in Q3 2024 and held it in 1 quarter.
Inspire Advisors's Unitil position peaked at $292K in Q3 2024.
206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Inspire Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.