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Virtus Investment Advisers’s Unitil UTL Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-4,177
Closed -$226K – 686
2024
Q4 		$226K Hold
4,177
– – 0.18% 183
2024
Q3 		$253K Hold
4,177
– – 0.2% 167
2024
Q2 		$216K Sell
4,177
-560
-12% -$28.8K 0.18% 174
2024
Q1 		$248K Hold
4,737
– – 0.18% 156
2023
Q4 		$249K Hold
4,737
– – 0.19% 154
2023
Q3 		$202K Hold
4,737
– – 0.14% 176
2023
Q2 		$240K Hold
4,737
– – 0.16% 169
2023
Q1 		$270K Sell
4,737
-163
-3% -$8.7K 0.19% 148
2022
Q4 		$252K Hold
4,900
– – 0.17% 168
2022
Q3 		$228K Buy
+4,900
New +$265K 0.1% 182

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Virtus Investment Advisers's UTL Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Unitil (UTL) in Q1 2025, closing a stake of 4,177 shares — an estimated $226K sold.

Virtus Investment Advisers first reported a position in UTL in Q3 2022 and held it in 10 quarters. The position peaked at $270K in Q1 2023. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Unitil position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,177 Unitil shares in Q1 2025, an estimated $226K.
  • Virtus Investment Advisers first reported a position in Unitil in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Unitil position peaked at $270K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.