ZIM
UTL icon

Zacks Investment Management’s Unitil UTL Stock Holding History

Zacks Investment 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
2023
Q1 		– Sell
-5,955
Closed -$306K – 706
2022
Q4 		$306K Sell
5,955
-782
-12% -$39.8K ﹤0.01% 498
2022
Q3 		$313K Buy
+6,737
New +$365K 0.01% 479
2020
Q1 		– Sell
-23,877
Closed -$1.48M – 603
2019
Q4 		$1.48M Buy
23,877
+5,078
+27% +$314K 0.03% 322
2019
Q3 		$1.19M Buy
+18,799
New +$1.13M 0.02% 349
2016
Q2 		– Sell
-30,118
Closed -$1.28M – 719
2016
Q1 		$1.28M Sell
30,118
-211
-0.7% -$8.24K 0.04% 274
2015
Q4 		$1.09M Buy
30,329
+3,573
+13% +$128K 0.04% 282
2015
Q3 		$987K Buy
26,756
+2,723
+11% +$96.1K 0.03% 298
2015
Q2 		$794K Buy
24,033
+3,067
+15% +$104K 0.03% 351
2015
Q1 		$729K Buy
20,966
+1,645
+9% +$58K 0.02% 357
2014
Q4 		$709K Sell
19,321
-2,196
-10% -$76.6K 0.02% 330
2014
Q3 		$669K Sell
21,517
-8,543
-28% -$276K 0.02% 336
2014
Q2 		$1.02M Buy
+30,060
New +$997K 0.04% 257

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's UTL Position: Q1 2023 in Review

Zacks Investment Management sold out of Unitil (UTL) in Q1 2023, closing a stake of 5,955 shares — an estimated $306K sold.

Zacks Investment Management first reported a position in UTL in Q2 2014 and held it in 12 quarters. The position peaked at $1.48M in Q4 2019. 189 funds tracked by Wall St. Rank hold UTL as of Q1 2023.

  • Zacks Investment Management reported no remaining Unitil position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 5,955 Unitil shares in Q1 2023, an estimated $306K.
  • Zacks Investment Management first reported a position in Unitil in Q2 2014 and held it in 12 quarters.
  • Zacks Investment Management's Unitil position peaked at $1.48M in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Unitil as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.