Lido Advisors
UTL icon

Lido Advisors’s Unitil UTL Stock Holding History

Lido 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
2025
Q2 		– Sell
-3,914
Closed -$226K – 1760
2025
Q1 		$226K Sell
3,914
-173
-4% -$9.52K ﹤0.01% 1335
2024
Q4 		$221K Buy
+4,087
New +$237K ﹤0.01% 1342
2023
Q1 		– Sell
-8,127
Closed -$417K – 1256
2022
Q4 		$417K Buy
8,127
+732
+10% +$37.2K 0.01% 667
2022
Q3 		$343K Buy
+7,395
New +$400K ﹤0.01% 693

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Lido Advisors's UTL Position: Q2 2025 in Review

Lido Advisors sold out of Unitil (UTL) in Q2 2025, closing a stake of 3,914 shares — an estimated $226K sold.

Lido Advisors first reported a position in UTL in Q3 2022 and held it in 4 quarters. The position peaked at $417K in Q4 2022. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Lido Advisors reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 3,914 Unitil shares in Q2 2025, an estimated $226K.
  • Lido Advisors first reported a position in Unitil in Q3 2022 and held it in 4 quarters.
  • Lido Advisors's Unitil position peaked at $417K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.