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Riverwater Partners’s Unitil UTL Stock Holding History

Riverwater Partners’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
-5,815
Closed -$315K – 232
2024
Q4 		$315K Sell
5,815
-25,762
-82% -$1.49M 0.15% 160
2024
Q3 		$1.88M Buy
31,577
+23,200
+277% +$1.35M 0.94% 27
2024
Q2 		$434K Sell
8,377
-775
-8% -$39.8K 0.32% 88
2024
Q1 		$479K Sell
9,152
-129
-1% -$6.5K 0.35% 82
2023
Q4 		$488K Buy
9,281
+185
+2% +$8.95K 0.38% 73
2023
Q3 		$388K Buy
9,096
+4,229
+87% +$207K 0.35% 86
2023
Q2 		$247K Hold
4,867
– – 0.22% 155
2023
Q1 		$278K Buy
4,867
+3
+0.1% +$160 0.25% 130
2022
Q4 		$250K Buy
4,864
+25
+0.5% +$1.27K 0.21% 159
2022
Q3 		$225K Sell
4,839
-2,980
-38% -$161K 0.22% 157
2022
Q2 		$459K Buy
7,819
+56
+0.7% +$3.02K 0.46% 67
2022
Q1 		$387K Buy
7,763
+2
+0% +$98 0.64% 70
2021
Q4 		$357K Buy
+7,761
New +$336K 0.32% 116

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

Riverwater Partners's UTL Position: Q1 2025 in Review

Riverwater Partners sold out of Unitil (UTL) in Q1 2025, closing a stake of 5,815 shares — an estimated $315K sold.

Riverwater Partners first reported a position in UTL in Q4 2021 and held it in 13 quarters. The position peaked at $1.88M in Q3 2024. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.

  • Riverwater Partners reported no remaining Unitil position as of Q1 2025 after selling out during the quarter.
  • Riverwater Partners sold 5,815 Unitil shares in Q1 2025, an estimated $315K.
  • Riverwater Partners first reported a position in Unitil in Q4 2021 and held it in 13 quarters.
  • Riverwater Partners's Unitil position peaked at $1.88M in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.

Based on Riverwater Partners's 13F filing for Q1 2025, filed 21 Apr 2025.