Weld Capital Management’s Unitil UTL Stock Holding History

Weld Capital Management’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
2020 Q1	–	Sell	-6,465	Closed	-$400K	–	723
2019 Q4	$400K	Buy	+6,465	New	+$400K	0.08%	406

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weld Capital Management's UTL Position: Q1 2020 in Review

Weld Capital Management sold out of Unitil (UTL) in Q1 2020, closing a stake of 6,465 shares — an estimated $400K sold.

Weld Capital Management first reported a position in UTL in Q4 2019 and held it in 1 quarter. The position peaked at $400K in Q4 2019. 157 funds tracked by Wall St. Rank hold UTL as of Q1 2020.

Weld Capital Management reported no remaining Unitil position as of Q1 2020 after selling out during the quarter.
Weld Capital Management sold 6,465 Unitil shares in Q1 2020, an estimated $400K.
Weld Capital Management first reported a position in Unitil in Q4 2019 and held it in 1 quarter.
Weld Capital Management's Unitil position peaked at $400K in Q4 2019.
157 funds tracked by Wall St. Rank held Unitil as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.