SEC 13F Intelligence

Marshall & Sullivan Inc /Wa/ / UTXZ

Marshall & Sullivan Inc /Wa/’s United Technologies Position

Does Marshall & Sullivan Inc /Wa/ own United Technologies (UTXZ)? Not currently — the last reported position was 28.1K shares worth $3M in Q1 2020; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$3M
Q1 2020
Shares
28.1K
% of Portfolio
+2.36%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $4MQ3 ’19Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202028.1K$3M+2.36%
Q4 201929.7K$4M+3.04%
Q3 201929.8K$4M+2.99%
Q2 201929.9K$4M+2.75%
Q1 201929.8K$4M+2.82%
Q4 201828.6K$3M+2.64%

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