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Steward Financial Group’s Unitil UTL Stock Holding History

Steward Financial Group’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
2023
Q3 		$103K Hold
2,425
– – 0.03% 99
2023
Q2 		$122K Buy
+2,425
New +$135K 0.04% 86

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State Street
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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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's UTL Position: Q3 2023 in Review

Steward Financial Group held its Unitil (UTL) position steady in Q3 2023 at 2,425 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #99.

Steward Financial Group first reported a position in UTL in Q2 2023 and has held it in 2 quarters since. The position peaked at $122K in Q2 2023. 170 funds tracked by Wall St. Rank hold UTL as of Q3 2023.

  • Steward Financial Group held 2,425 shares of Unitil worth $103K as of Q3 2023.
  • Steward Financial Group left its Unitil share count unchanged in Q3 2023.
  • Unitil made up 0.03% of Steward Financial Group's portfolio in Q3 2023, its #99 holding.
  • Steward Financial Group first reported a position in Unitil in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Unitil position peaked at $122K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held Unitil as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.