Stifel Financial
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Stifel Financial’s Unitil UTL Stock Holding History

Stifel Financial’s Portfolio UTL Stock Details UTL Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$468K Buy
2025
Q2 		$505K Buy
2020
Q1 		– Sell
2019
Q4 		$1.13M Sell
2019
Q3 		$2.1M Buy
2019
Q2 		$1.73M Buy
2014
Q3 		– Sell
2014
Q2 		$331K Sell
2014
Q1 		$332K Buy