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Mendota Financial Group’s Unitil UTL Stock Holding History

Mendota Financial Group’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
-1
Closed -$61 – 1127
2024
Q3 		$61 Sell
1
-3,073
-100% -$179K ﹤0.01% 1094
2024
Q2 		$159K Hold
3,074
– – 0.09% 74
2024
Q1 		$161K Buy
+3,074
New +$155K 0.09% 71

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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

Mendota Financial Group's UTL Position: Q4 2024 in Review

Mendota Financial Group sold out of Unitil (UTL) in Q4 2024, closing a stake of 1 share — an estimated $61 sold.

Mendota Financial Group first reported a position in UTL in Q1 2024 and held it in 3 quarters. The position peaked at $161K in Q1 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

  • Mendota Financial Group reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 Unitil share in Q4 2024, an estimated $61.
  • Mendota Financial Group first reported a position in Unitil in Q1 2024 and held it in 3 quarters.
  • Mendota Financial Group's Unitil position peaked at $161K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.