Jacobs Levy Equity Management’s Unitil UTL Stock Holding History

Jacobs Levy Equity Management’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
2019 Q2	–	Sell	-3,870	Closed	-$210K	–	1032
2019 Q1	$210K	Sell	3,870 -148	-4%	-$7.73K	﹤0.01%	892
2018 Q4	$203K	Sell	4,018 -5,803	-59%	-$289K	﹤0.01%	878
2018 Q3	$500K	Buy	9,821 +5,221	+114%	+$266K	0.01%	777
2018 Q2	$235K	Buy	+4,600	New	+$222K	﹤0.01%	929

Other funds holding UTL

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Jacobs Levy Equity Management's UTL Position: Q2 2019 in Review

Jacobs Levy Equity Management sold out of Unitil (UTL) in Q2 2019, closing a stake of 3,870 shares — an estimated $210K sold.

Jacobs Levy Equity Management first reported a position in UTL in Q2 2018 and held it in 4 quarters. The position peaked at $500K in Q3 2018. 152 funds tracked by Wall St. Rank hold UTL as of Q2 2019.

Jacobs Levy Equity Management reported no remaining Unitil position as of Q2 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 3,870 Unitil shares in Q2 2019, an estimated $210K.
Jacobs Levy Equity Management first reported a position in Unitil in Q2 2018 and held it in 4 quarters.
Jacobs Levy Equity Management's Unitil position peaked at $500K in Q3 2018.
152 funds tracked by Wall St. Rank held Unitil as of Q2 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2019, filed 13 Aug 2019.