Ken Griffin
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Ken Griffin’s Reaves Utility Income Fund UTG Stock Holding History

Ken Griffin’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,421
Closed -$239K – 15286
2023
Q1 		$239K Buy
8,421
+630
+8% +$18.1K ﹤0.01% 9849
2022
Q4 		$220K Buy
+7,791
New +$219K ﹤0.01% 9945
2022
Q2 		– Sell
-8,252
Closed -$285K – 14164
2022
Q1 		$285K Buy
+8,252
New +$274K ﹤0.01% 10709
2021
Q4 		– Sell
-6,519
Closed -$214K – 14808
2021
Q3 		$214K Buy
+6,519
New +$229K ﹤0.01% 11855

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ken Griffin's UTG Position: Q2 2023 in Review

Ken Griffin sold out of Reaves Utility Income Fund (UTG) in Q2 2023, closing a stake of 8,421 shares — an estimated $239K sold.

Ken Griffin first reported a position in UTG in Q3 2021 and held it in 4 quarters. The position peaked at $285K in Q1 2022. 148 funds tracked by Wall St. Rank hold UTG as of Q2 2023.

  • Ken Griffin reported no remaining Reaves Utility Income Fund position as of Q2 2023 after selling out during the quarter.
  • Ken Griffin sold 8,421 Reaves Utility Income Fund shares in Q2 2023, an estimated $239K.
  • Ken Griffin first reported a position in Reaves Utility Income Fund in Q3 2021 and held it in 4 quarters.
  • Ken Griffin's Reaves Utility Income Fund position peaked at $285K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2023.

Based on Citadel Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.