Simplex Trading
UTL icon

Simplex Trading’s Unitil UTL Stock Holding History

Simplex Trading’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
2026
Q1 		$5.22K Sell
100
-300
-75% -$15.4K ﹤0.01% 7858
2025
Q4 		$19.4K Buy
+400
New +$19.5K ﹤0.01% 6500
2024
Q4 		– Sell
-1,400
Closed -$84K – 9703
2024
Q3 		$84K Buy
+1,400
New +$81.7K ﹤0.01% 5407
2024
Q2 		– Sell
-1,300
Closed -$68K – 9898
2024
Q1 		$68K Buy
1,300
+1,000
+333% +$50.4K ﹤0.01% 5979
2023
Q4 		$15K Buy
+300
New +$14.5K ﹤0.01% 7154

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return