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Winton Group’s Unitil UTL Stock Holding History

Winton 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
2025
Q1 		– Sell
-19,148
Closed -$1.04M – 800
2024
Q4 		$1.04M Buy
19,148
+1,277
+7% +$74.1K 0.07% 338
2024
Q3 		$1.08M Sell
17,871
-38
-0.2% -$2.22K 0.08% 259
2024
Q2 		$928K Buy
17,909
+162
+0.9% +$8.33K 0.06% 290
2024
Q1 		$929K Buy
17,747
+11,061
+165% +$557K 0.07% 308
2023
Q4 		$351K Buy
6,686
+9
+0.1% +$435 0.03% 486
2023
Q3 		$285K Buy
6,677
+41
+0.6% +$2.01K 0.02% 570
2023
Q2 		$337K Buy
6,636
+1,072
+19% +$59.5K 0.03% 486
2023
Q1 		$317K Sell
5,564
-1,095
-16% -$58.5K 0.02% 805
2022
Q4 		$342K Sell
6,659
-1,672
-20% -$85.1K 0.02% 755
2022
Q3 		$387K Sell
8,331
-1,561
-16% -$84.5K 0.03% 710
2022
Q2 		$581K Sell
9,892
-9,361
-49% -$505K 0.03% 649
2022
Q1 		$960K Buy
19,253
+6,524
+51% +$319K 0.05% 475
2021
Q4 		$585K Buy
+12,729
New +$552K 0.04% 636
2021
Q3 		– Sell
-4,247
Closed -$225K – 1486
2021
Q2 		$225K Buy
+4,247
New +$229K 0.01% 1307
2020
Q4 		– Sell
-10,322
Closed -$399K – 1521
2020
Q3 		$399K Sell
10,322
-9,499
-48% -$398K 0.01% 1172
2020
Q2 		$888K Sell
19,821
-872
-4% -$42.6K 0.02% 1020
2020
Q1 		$1.08M Sell
20,693
-3,375
-14% -$200K 0.03% 773
2019
Q4 		$1.49M Buy
24,068
+5,006
+26% +$309K 0.02% 908
2019
Q3 		$1.21M Buy
+19,062
New +$1.14M 0.01% 753

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

Winton Group's UTL Position: Q1 2025 in Review

Winton Group sold out of Unitil (UTL) in Q1 2025, closing a stake of 19,148 shares — an estimated $1.04M sold.

Winton Group first reported a position in UTL in Q3 2019 and held it in 19 quarters. The position peaked at $1.49M in Q4 2019. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.

  • Winton Group reported no remaining Unitil position as of Q1 2025 after selling out during the quarter.
  • Winton Group sold 19,148 Unitil shares in Q1 2025, an estimated $1.04M.
  • Winton Group first reported a position in Unitil in Q3 2019 and held it in 19 quarters.
  • Winton Group's Unitil position peaked at $1.49M in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.