SEC 13F Intelligence

Puzo Michael J / UTXZ

Puzo Michael J’s United Technologies Position

Does Puzo Michael J own United Technologies (UTXZ)? Not currently — the last reported position was 60.1K shares worth $6M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q1 2020
Shares
60.1K
% of Portfolio
+2.49%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ2 ’19Q3 ’19: $8MQ3 ’19Q4 ’19: $9MQ4 ’19Q1 ’20: $6MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202060.1K$6M+2.49%
Q4 201958.4K$9M+3.13%
Q3 201959.3K$8M+3.05%
Q2 201954.8K$7M+2.65%
Q1 201951.8K$7M+2.61%
Q4 201850.8K$5M+2.40%

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