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Meritage Portfolio Management’s Unitil UTL Stock Holding History

Meritage Portfolio Management’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
Q4 		– Sell
-4,236
Closed -$203K – 342
2025
Q3 		$203K Sell
4,236
-2,278
-35% -$111K 0.01% 320
2025
Q2 		$340K Buy
6,514
+262
+4% +$14.5K 0.02% 275
2025
Q1 		$361K Sell
6,252
-263
-4% -$14.5K 0.02% 269
2024
Q4 		$353K Buy
6,515
+715
+12% +$41.5K 0.02% 277
2024
Q3 		$351K Buy
5,800
+482
+9% +$28.1K 0.02% 288
2024
Q2 		$275K Sell
5,318
-2
-0% -$103 0.02% 302
2024
Q1 		$279K Sell
5,320
-312
-6% -$15.7K 0.02% 301
2023
Q4 		$296K Buy
5,632
+119
+2% +$5.76K 0.02% 297
2023
Q3 		$235K Sell
5,513
-185
-3% -$9.06K 0.02% 306
2023
Q2 		$289K Buy
5,698
+927
+19% +$51.4K 0.02% 298
2023
Q1 		$272K Sell
4,771
-164
-3% -$8.76K 0.02% 270
2022
Q4 		$253K Buy
4,935
+390
+9% +$19.8K 0.02% 276
2022
Q3 		$211K Buy
+4,545
New +$246K 0.02% 281

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return