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Kesler Norman & Wride’s Unitil UTL Stock Holding History

Kesler Norman & Wride’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
-3,887
Closed -$235K – 246
2024
Q3 		$235K Sell
3,887
-535
-12% -$31.2K 0.05% 216
2024
Q2 		$229K Buy
+4,422
New +$227K 0.05% 163

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

Kesler Norman & Wride's UTL Position: Q4 2024 in Review

Kesler Norman & Wride sold out of Unitil (UTL) in Q4 2024, closing a stake of 3,887 shares — an estimated $235K sold.

Kesler Norman & Wride first reported a position in UTL in Q2 2024 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

  • Kesler Norman & Wride reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 3,887 Unitil shares in Q4 2024, an estimated $235K.
  • Kesler Norman & Wride first reported a position in Unitil in Q2 2024 and held it in 2 quarters.
  • Kesler Norman & Wride's Unitil position peaked at $235K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.