Miller Howard Investments’s Unitil UTL Stock Holding History

Miller Howard Investments’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	-4,297	Closed	-$260K	–	198
2024 Q3	$260K	Buy	+4,297	New	+$251K	0.01%	191

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

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

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

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

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

Miller Howard Investments's UTL Position: Q4 2024 in Review

Miller Howard Investments sold out of Unitil (UTL) in Q4 2024, closing a stake of 4,297 shares — an estimated $260K sold.

Miller Howard Investments first reported a position in UTL in Q3 2024 and held it in 1 quarter. The position peaked at $260K in Q3 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

Miller Howard Investments reported no remaining Unitil position as of Q4 2024 after selling out during the quarter.
Miller Howard Investments sold 4,297 Unitil shares in Q4 2024, an estimated $260K.
Miller Howard Investments first reported a position in Unitil in Q3 2024 and held it in 1 quarter.
Miller Howard Investments's Unitil position peaked at $260K in Q3 2024.
206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on Miller Howard Investments's 13F filing for Q4 2024, filed 28 Jan 2025.