Jeff Yass’s Unitil UTL Stock Holding History

Jeff Yass’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 Q1	–	Sell	-5,000	Closed	-$263K	–	13405
2023 Q4	$263K	Buy	+5,000	New	+$242K	﹤0.01%	10105
2023 Q2	–	Sell	-4,000	Closed	-$228K	–	13197
2023 Q1	$228K	Sell	4,000 -600	-13%	-$32K	﹤0.01%	10312
2022 Q4	$236K	Buy	+4,600	New	+$234K	﹤0.01%	9711
2017 Q3	–	Sell	-11,100	Closed	-$536K	–	9677
2017 Q2	$536K	Buy	+11,100	New	+$527K	﹤0.01%	6510
2016 Q2	–	Sell	-6,700	Closed	-$285K	–	9375
2016 Q1	$285K	Buy	+6,700	New	+$262K	﹤0.01%	7345

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeff Yass's UTL Position: Q2 2026 in Review

Jeff Yass reduced its Unitil (UTL) stake by 64% in Q2 2026, selling an estimated $581K and leaving 6,278 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #10825.

Jeff Yass first reported a position in UTL in Q3 2013 and has held it in 32 quarters since. The position peaked at $2.2M in Q1 2025. 242 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Jeff Yass held 6,278 shares of Unitil worth $331K as of Q2 2026.
Jeff Yass sold 11,201 Unitil shares in Q2 2026, an estimated $581K.
Unitil made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10825 holding.
Jeff Yass first reported a position in Unitil in Q3 2013 and has held it in 32 quarters since.
Jeff Yass's Unitil position peaked at $2.2M in Q1 2025.
242 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.