Sherbrooke Park Advisers’s Unitil UTL Stock Holding History

Sherbrooke Park Advisers’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
2024 Q3	–	Sell	-6,988	Closed	-$362K	–	1288
2024 Q2	$362K	Buy	+6,988	New	+$359K	0.06%	547

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 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

Sherbrooke Park Advisers's UTL Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of Unitil (UTL) in Q3 2024, closing a stake of 6,988 shares — an estimated $362K sold.

Sherbrooke Park Advisers first reported a position in UTL in Q2 2024 and held it in 1 quarter. The position peaked at $362K in Q2 2024. 213 funds tracked by Wall St. Rank hold UTL as of Q3 2024.

Sherbrooke Park Advisers reported no remaining Unitil position as of Q3 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 6,988 Unitil shares in Q3 2024, an estimated $362K.
Sherbrooke Park Advisers first reported a position in Unitil in Q2 2024 and held it in 1 quarter.
Sherbrooke Park Advisers's Unitil position peaked at $362K in Q2 2024.
213 funds tracked by Wall St. Rank held Unitil as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.