LFA
UTL icon

LGT Financial Advisors’s Unitil UTL Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-74
Closed -$3.87K – 863
2024
Q1 		$3.87K Hold
74
– – ﹤0.01% 661
2023
Q4 		$3.89K Buy
+74
New +$3.58K ﹤0.01% 679

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's UTL Position: Q2 2024 in Review

LGT Financial Advisors sold out of Unitil (UTL) in Q2 2024, closing a stake of 74 shares — an estimated $3.87K sold.

LGT Financial Advisors first reported a position in UTL in Q4 2023 and held it in 2 quarters. The position peaked at $3.89K in Q4 2023. 200 funds tracked by Wall St. Rank hold UTL as of Q2 2024.

  • LGT Financial Advisors reported no remaining Unitil position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 74 Unitil shares in Q2 2024, an estimated $3.87K.
  • LGT Financial Advisors first reported a position in Unitil in Q4 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Unitil position peaked at $3.89K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Unitil as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.