Mariner’s Unitil UTL Stock Holding History

Mariner’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 Q3	–	Sell	-9,714	Closed	-$507K	–	3768
2025 Q2	$507K	Buy	9,714 +4,910	+102%	+$272K	﹤0.01%	2325
2025 Q1	$277K	Sell	4,804 -359	-7%	-$19.8K	﹤0.01%	2700
2024 Q4	$280K	Buy	5,163 +875	+20%	+$50.8K	﹤0.01%	2695
2024 Q3	$260K	Buy	+4,288	New	+$250K	﹤0.01%	2700

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mariner's UTL Position: Q3 2025 in Review

Mariner sold out of Unitil (UTL) in Q3 2025, closing a stake of 9,714 shares — an estimated $507K sold.

Mariner first reported a position in UTL in Q3 2024 and held it in 4 quarters. The position peaked at $507K in Q2 2025. 217 funds tracked by Wall St. Rank hold UTL as of Q3 2025.

Mariner reported no remaining Unitil position as of Q3 2025 after selling out during the quarter.
Mariner sold 9,714 Unitil shares in Q3 2025, an estimated $507K.
Mariner first reported a position in Unitil in Q3 2024 and held it in 4 quarters.
Mariner's Unitil position peaked at $507K in Q2 2025.
217 funds tracked by Wall St. Rank held Unitil as of Q3 2025.

Based on Mariner's 13F filing for Q3 2025, filed 14 Nov 2025.