LSV Asset Management’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $298K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $553K | Sell |
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|
2018
Q4 | $2.44M | Hold |
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|
2018
Q3 | $2.45M | Hold |
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|
2018
Q2 | $2.46M | Hold |
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|
2018
Q1 | $2.24M | Hold |
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|
2017
Q4 | $2.2M | Sell |
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|
2017
Q3 | $3.74M | Sell |
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|
2017
Q2 | $4.86M | Hold |
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|
2017
Q1 | $4.53M | Sell |
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|
2016
Q4 | $11.4M | Sell |
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|
2016
Q3 | $10M | Sell |
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|
2016
Q2 | $12.2M | Buy |
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|
2016
Q1 | $12M | Buy |
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|
2015
Q4 | $7.67M | Buy |
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|
2015
Q3 | $7.78M | Buy |
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|
2015
Q2 | $4.36M | Buy |
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|
2015
Q1 | $1.93M | Buy |
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|
2014
Q4 | $1.28M | Buy |
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|
2014
Q3 | $301K | Buy |
|