Private Advisor Group’s Unitil UTL Stock Holding History

Private Advisor 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
2025 Q1	–	Sell	-4,793	Closed	-$260K	–	2418
2024 Q4	$260K	Sell	4,793 -89	-2%	-$5.16K	﹤0.01%	1939
2024 Q3	$296K	Sell	4,882 -349	-7%	-$20.4K	﹤0.01%	1959
2024 Q2	$271K	Buy	5,231 +139	+3%	+$7.14K	﹤0.01%	1965
2024 Q1	$267K	Buy	+5,092	New	+$256K	﹤0.01%	1923

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Private Advisor Group's UTL Position: Q1 2025 in Review

Private Advisor Group sold out of Unitil (UTL) in Q1 2025, closing a stake of 4,793 shares — an estimated $260K sold.

Private Advisor Group first reported a position in UTL in Q1 2024 and held it in 4 quarters. The position peaked at $296K in Q3 2024. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.

Private Advisor Group reported no remaining Unitil position as of Q1 2025 after selling out during the quarter.
Private Advisor Group sold 4,793 Unitil shares in Q1 2025, an estimated $260K.
Private Advisor Group first reported a position in Unitil in Q1 2024 and held it in 4 quarters.
Private Advisor Group's Unitil position peaked at $296K in Q3 2024.
224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.

Based on Private Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.