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Susquehanna Fundamental Investments’s Unitil UTL Stock Holding History

Susquehanna Fundamental Investments’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
2025
Q3 		– Sell
-8,836
Closed -$461K – 768
2025
Q2 		$461K Sell
8,836
-756
-8% -$41.9K 0.01% 565
2025
Q1 		$553K Buy
9,592
+5,091
+113% +$280K 0.01% 821
2024
Q4 		$244K Buy
+4,501
New +$261K ﹤0.01% 977
2024
Q2 		$342K Hold
6,610
– – 0.01% 766
2024
Q1 		$346K Buy
+6,610
New +$333K 0.02% 526

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Fundamental Investments's UTL Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of Unitil (UTL) in Q3 2025, closing a stake of 8,836 shares — an estimated $461K sold.

Susquehanna Fundamental Investments first reported a position in UTL in Q1 2024 and held it in 5 quarters. The position peaked at $553K in Q1 2025. 217 funds tracked by Wall St. Rank hold UTL as of Q3 2025.

  • Susquehanna Fundamental Investments reported no remaining Unitil position as of Q3 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 8,836 Unitil shares in Q3 2025, an estimated $461K.
  • Susquehanna Fundamental Investments first reported a position in Unitil in Q1 2024 and held it in 5 quarters.
  • Susquehanna Fundamental Investments's Unitil position peaked at $553K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held Unitil as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.