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Ramirez Asset Management’s Reaves Utility Income Fund UTG Stock Holding History

Ramirez Asset Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,133
Closed -$35.9K – 413
2024
Q4 		$35.9K Hold
1,133
– – 0.01% 312
2024
Q3 		$37.2K Hold
1,133
– – 0.01% 313
2024
Q2 		$31K Hold
1,133
– – 0.01% 323
2024
Q1 		$30.5K Hold
1,133
– – 0.01% 327
2023
Q4 		$30.3K Hold
1,133
– – 0.01% 323
2023
Q3 		$27.9K Buy
+1,133
New +$30.4K 0.01% 323

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