Jacobs Levy Equity Management’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,870
| Closed | -$210K | – | 1032 |
|
2019
Q1 | $210K | Sell |
3,870
-148
| -4% | -$8.03K | ﹤0.01% | 892 |
|
2018
Q4 | $203K | Sell |
4,018
-5,803
| -59% | -$293K | ﹤0.01% | 878 |
|
2018
Q3 | $500K | Buy |
9,821
+5,221
| +114% | +$266K | 0.01% | 777 |
|
2018
Q2 | $235K | Buy |
+4,600
| New | +$235K | ﹤0.01% | 929 |
|