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
2024
Q1 		– Sell
-200
Closed -$10K – 9972
2023
Q4 		$10K Hold
200
– – ﹤0.01% 7465
2023
Q3 		$8K Buy
+200
New +$9.79K ﹤0.01% 7370
2020
Q3 		– Sell
-1
Closed -$4K – 8574
2020
Q2 		$4K Hold
1
– – ﹤0.01% 7078
2020
Q1 		$3K Buy
+1
New +$59 ﹤0.01% 7097

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplex Trading's UTL Position: Q4 2025 in Review

Simplex Trading sold out of Unitil (UTL) in Q4 2025, closing a stake of 100 shares — an estimated $4.87K sold.

Simplex Trading first reported a position in UTL in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q3 2025. 217 funds tracked by Wall St. Rank hold UTL as of Q4 2025.

  • Simplex Trading reported no remaining Unitil position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 100 Unitil shares in Q4 2025, an estimated $4.87K.
  • Simplex Trading first reported a position in Unitil in Q2 2020 and held it in 3 quarters.
  • Simplex Trading's Unitil position peaked at $4K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Unitil as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.