SEC 13F Intelligence

Bradley Foster & Sargent Inc/Ct / UTXZ

Bradley Foster & Sargent Inc/Ct’s United Technologies Position

Does Bradley Foster & Sargent Inc/Ct own United Technologies (UTXZ)? Not currently — the last reported position was 280.7K shares worth $26M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$26M
Q1 2020
Shares
280.7K
% of Portfolio
+1.06%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $53MQ4 ’18Q1 ’19: $69MQ1 ’19Q2 ’19: $68MQ2 ’19Q3 ’19: $54MQ3 ’19Q4 ’19: $59MQ4 ’19Q1 ’20: $26MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020280.7K$26M+1.06%
Q4 2019396.5K$59M+1.83%
Q3 2019396.9K$54M+1.81%
Q2 2019518.5K$68M+2.23%
Q1 2019534.3K$69M+2.40%
Q4 2018496.4K$53M+2.13%

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