Sigma Planning Corp’s Unitil UTL Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-3,956	Closed	-$208K	–	1250
2023 Q4	$208K	Buy	+3,956	New	+$191K	0.02%	771
2023 Q2	–	Sell	-3,861	Closed	-$220K	–	1355
2023 Q1	$220K	Buy	+3,861	New	+$206K	0.01%	1134
2022 Q3	–	Sell	-3,778	Closed	-$222K	–	1347
2022 Q2	$222K	Buy	+3,778	New	+$204K	0.01%	1123
2020 Q1	–	Sell	-3,491	Closed	-$216K	–	1107
2019 Q4	$216K	Buy	3,491 +21	+0.6%	+$1.3K	0.01%	930
2019 Q3	$220K	Buy	3,470 +21	+0.6%	+$1.26K	0.01%	885
2019 Q2	$207K	Sell	3,449 -573	-14%	-$32.6K	0.01%	906
2019 Q1	$218K	Buy	4,022 +3	+0.1%	+$157	0.01%	819
2018 Q4	$204K	Buy	4,019 +4	+0.1%	+$199	0.01%	762
2018 Q3	$204K	Buy	4,015 +4	+0.1%	+$204	0.01%	876
2018 Q2	$205K	Buy	+4,011	New	+$193K	0.01%	821

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

Sigma Planning Corp's UTL Position: Q1 2024 in Review

Sigma Planning Corp sold out of Unitil (UTL) in Q1 2024, closing a stake of 3,956 shares — an estimated $208K sold.

Sigma Planning Corp first reported a position in UTL in Q2 2018 and held it in 10 quarters. The position peaked at $222K in Q2 2022. 187 funds tracked by Wall St. Rank hold UTL as of Q1 2024.

Sigma Planning Corp reported no remaining Unitil position as of Q1 2024 after selling out during the quarter.
Sigma Planning Corp sold 3,956 Unitil shares in Q1 2024, an estimated $208K.
Sigma Planning Corp first reported a position in Unitil in Q2 2018 and held it in 10 quarters.
Sigma Planning Corp's Unitil position peaked at $222K in Q2 2022.
187 funds tracked by Wall St. Rank held Unitil as of Q1 2024.

Based on Sigma Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.