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NewEdge Advisors’s Unitil UTL Stock Holding History

NewEdge Advisors’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
2023
Q3 		– Sell
-198
Closed -$10.1K – 3660
2023
Q2 		$10.1K Buy
198
+48
+32% +$2.66K ﹤0.01% 2600
2023
Q1 		$8.56K Sell
150
-646
-81% -$34.5K ﹤0.01% 2612
2022
Q4 		$30.6K Buy
+796
New +$40.5K ﹤0.01% 1953

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's UTL Position: Q3 2023 in Review

NewEdge Advisors sold out of Unitil (UTL) in Q3 2023, closing a stake of 198 shares — an estimated $10.1K sold.

NewEdge Advisors first reported a position in UTL in Q4 2022 and held it in 3 quarters. The position peaked at $30.6K in Q4 2022. 170 funds tracked by Wall St. Rank hold UTL as of Q3 2023.

  • NewEdge Advisors reported no remaining Unitil position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 198 Unitil shares in Q3 2023, an estimated $10.1K.
  • NewEdge Advisors first reported a position in Unitil in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Unitil position peaked at $30.6K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Unitil as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.