Sierra Ocean’s Unitil UTL Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-21	Closed	-$1.09K	–	922
2025 Q2	$1.09K	Hold	21	–	–	﹤0.01%	889
2025 Q1	$1.21K	Hold	21	–	–	﹤0.01%	878
2024 Q4	$1.14K	Buy	+21	New	+$1.22K	﹤0.01%	897

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sierra Ocean's UTL Position: Q3 2025 in Review

Sierra Ocean sold out of Unitil (UTL) in Q3 2025, closing a stake of 21 shares — an estimated $1.09K sold.

Sierra Ocean first reported a position in UTL in Q4 2024 and held it in 3 quarters. The position peaked at $1.21K in Q1 2025. 217 funds tracked by Wall St. Rank hold UTL as of Q3 2025.

Sierra Ocean reported no remaining Unitil position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 21 Unitil shares in Q3 2025, an estimated $1.09K.
Sierra Ocean first reported a position in Unitil in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Unitil position peaked at $1.21K in Q1 2025.
217 funds tracked by Wall St. Rank held Unitil as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.