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Riggs Asset Management’s Unitil UTL Stock Holding History

Riggs Asset 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
Q1 		– Sell
-52
Closed -$2.8K – 713
2024
Q4 		$2.8K Sell
52
-15
-22% -$870 ﹤0.01% 347
2024
Q3 		$4.06K Hold
67
– – ﹤0.01% 305
2024
Q2 		$3.47K Sell
67
-7
-9% -$360 ﹤0.01% 326
2024
Q1 		$3.87K Buy
+74
New +$3.73K ﹤0.01% 309

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

Riggs Asset Management's UTL Position: Q1 2025 in Review

Riggs Asset Management sold out of Unitil (UTL) in Q1 2025, closing a stake of 52 shares — an estimated $2.8K sold.

Riggs Asset Management first reported a position in UTL in Q1 2024 and held it in 4 quarters. The position peaked at $4.06K in Q3 2024. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.

  • Riggs Asset Management reported no remaining Unitil position as of Q1 2025 after selling out during the quarter.
  • Riggs Asset Management sold 52 Unitil shares in Q1 2025, an estimated $2.8K.
  • Riggs Asset Management first reported a position in Unitil in Q1 2024 and held it in 4 quarters.
  • Riggs Asset Management's Unitil position peaked at $4.06K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.

Based on Riggs Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.