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Jackson Creek Investment Advisors’s Unitil UTL Stock Holding History

Jackson Creek 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
Q3 		– Sell
-16,039
Closed -$813K – 364
2023
Q2 		$813K Buy
+16,039
New +$890K 0.33% 167

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Creek Investment Advisors's UTL Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Unitil (UTL) in Q3 2023, closing a stake of 16,039 shares — an estimated $813K sold.

Jackson Creek Investment Advisors first reported a position in UTL in Q2 2023 and held it in 1 quarter. The position peaked at $813K in Q2 2023. 170 funds tracked by Wall St. Rank hold UTL as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Unitil position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 16,039 Unitil shares in Q3 2023, an estimated $813K.
  • Jackson Creek Investment Advisors first reported a position in Unitil in Q2 2023 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Unitil position peaked at $813K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held Unitil as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.