KC
UTL icon

Kepos Capital’s Unitil UTL Stock Holding History

Kepos Capital’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
Q4 		– Sell
-1,085
Closed -$66K – 194
2024
Q3 		$66K Sell
1,085
-609
-36% -$35.5K 0.03% 143
2024
Q2 		$88K Buy
1,694
+322
+23% +$16.5K 0.03% 133
2024
Q1 		$71K Buy
1,372
+178
+15% +$8.96K 0.02% 162
2023
Q4 		$63K Buy
+1,194
New +$57.8K 0.02% 136

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kepos Capital's UTL Position: Q4 2024 in Review

Kepos Capital sold out of Unitil (UTL) in Q4 2024, closing a stake of 1,085 shares — an estimated $66K sold.

Kepos Capital first reported a position in UTL in Q4 2023 and held it in 4 quarters. The position peaked at $88K in Q2 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

  • Kepos Capital reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
  • Kepos Capital sold 1,085 Unitil shares in Q4 2024, an estimated $66K.
  • Kepos Capital first reported a position in Unitil in Q4 2023 and held it in 4 quarters.
  • Kepos Capital's Unitil position peaked at $88K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Kepos Capital's 13F filing for Q4 2024, filed 11 Feb 2025.