SEC 13F Intelligence

Hc Financial Advisors Inc / UTXZ

Hc Financial Advisors Inc’s United Technologies Position

Does Hc Financial Advisors Inc own United Technologies (UTXZ)? Not currently — the last reported position was 14.3K shares worth $1M in Q1 2020; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$1M
Q1 2020
Shares
14.3K
% of Portfolio
+1.21%
Quarters Held
5
position exited

Position History UTXZ

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202014.3K$1M+1.21%
Q4 201913.9K$2M+1.63%
Q3 201913.5K$2M+1.58%
Q2 201912.8K$2M+1.67%
Q1 201912.4K$2M+1.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of UTXZ.