SIA
GUT

Sit Investment Associates’s Gabelli Utility Trust GUT Stock Holding History

Sit Investment Associates’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-510,827
Closed -$2.73M – 532
2025
Q1 		$2.73M Sell
510,827
-978,876
-66% -$5.26M 0.06% 274
2024
Q4 		$7.49M Buy
+1,489,703
New +$7.72M 0.17% 162
2022
Q4 		– Sell
-534,067
Closed -$3.59M – 547
2022
Q3 		$3.59M Sell
534,067
-818,542
-61% -$6.04M 0.11% 198
2022
Q2 		$8.96M Buy
+1,352,609
New +$9.28M 0.27% 107
2021
Q3 		– Sell
-311,329
Closed -$2.42M – 498
2021
Q2 		$2.42M Buy
311,329
+301,059
+2,931% +$2.17M 0.06% 277
2021
Q1 		$69K Buy
+10,270
New +$77.9K ﹤0.01% 504
2018
Q3 		– Sell
-1,105,511
Closed -$6.35M – 552
2018
Q2 		$6.35M Buy
1,105,511
+1,088,582
+6,430% +$6.26M 0.16% 163
2018
Q1 		$103K Buy
+16,929
New +$114K ﹤0.01% 506
2014
Q3 		– Sell
-248,521
Closed -$1.78M – 442
2014
Q2 		$1.78M Sell
248,521
-79,371
-24% -$543K 0.03% 299
2014
Q1 		$2.17M Sell
327,892
-311,865
-49% -$2M 0.04% 284
2013
Q4 		$3.98M Sell
639,757
-162,654
-20% -$1.02M 0.07% 212
2013
Q3 		$4.97M Buy
802,411
+233,211
+41% +$1.48M 0.1% 181
2013
Q2 		$3.59M Buy
+569,200
New +$3.76M 0.07% 207

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Sit Investment Associates's GUT Position: Q2 2025 in Review

Sit Investment Associates sold out of Gabelli Utility Trust (GUT) in Q2 2025, closing a stake of 510,827 shares — an estimated $2.73M sold.

Sit Investment Associates first reported a position in GUT in Q2 2013 and held it in 13 quarters. The position peaked at $8.96M in Q2 2022. 91 funds tracked by Wall St. Rank hold GUT as of Q2 2025.

  • Sit Investment Associates reported no remaining Gabelli Utility Trust position as of Q2 2025 after selling out during the quarter.
  • Sit Investment Associates sold 510,827 Gabelli Utility Trust shares in Q2 2025, an estimated $2.73M.
  • Sit Investment Associates first reported a position in Gabelli Utility Trust in Q2 2013 and held it in 13 quarters.
  • Sit Investment Associates's Gabelli Utility Trust position peaked at $8.96M in Q2 2022.
  • 91 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2025.

Based on Sit Investment Associates's 13F filing for Q2 2025, filed 14 Aug 2025.