SEC 13F Intelligence

Monarch Partners Asset Management LLC / UTL

Monarch Partners Asset Management LLC’s Unitil Corp Position

Does Monarch Partners Asset Management LLC own Unitil Corp (UTL)? Yes — 86.0K shares worth $4M (+1.31% of its 13F portfolio) as of Q4 2022, down from 121.4K shares the prior filed quarter.

Position Value
$4M
Q4 2022
Shares
86.0K
% of Portfolio
+1.31%
Quarters Held
12
currently held

Position History UTL

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $13MQ2 ’19: $8MQ2 ’19Q3 ’19: $4MQ4 ’19: $2MQ4 ’19Q1 ’20: $7MQ2 ’20: $7MQ2 ’20Q3 ’20: $6MQ1 ’22: $5MQ1 ’22Q2 ’22: $5MQ3 ’22: $6MQ3 ’22Q4 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202286.0K$4M+1.31%
Q3 2022121.4K$6M+1.69%
Q2 202293.4K$5M+1.53%
Q1 202290.2K$5M+1.01%
Q3 2020160.4K$6M+1.39%
Q2 2020153.1K$7M+1.67%
Q1 2020130.8K$7M+2.40%
Q4 201928.5K$2M+0.39%
Q3 201964.9K$4M+0.62%
Q2 2019125.6K$8M+1.08%
Q1 2019237.7K$13M+1.94%
Q4 2018276.5K$14M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monarch Partners Asset Management LLC’s full portfolio or all institutional holders of UTL.