SEC 13F Intelligence

Northeast Investment Management / UTXZ

Northeast Investment Management’s United Technologies Position

Does Northeast Investment Management own United Technologies (UTXZ)? Not currently — the last reported position was 107.7K shares worth $10M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q1 2020
Shares
107.7K
% of Portfolio
+0.93%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $15MQ1 ’19Q2 ’19: $15MQ2 ’19Q3 ’19: $16MQ3 ’19Q4 ’19: $18MQ4 ’19Q1 ’20: $10MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020107.7K$10M+0.93%
Q4 2019118.9K$18M+1.31%
Q3 2019116.3K$16M+1.27%
Q2 2019116.0K$15M+1.20%
Q1 2019113.6K$15M+1.23%
Q4 2018105.6K$11M+1.08%

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