SEC 13F Intelligence

Lederer & Associates Investment Counsel/Ca / UTXZ

Lederer & Associates Investment Counsel/Ca’s United Technologies Position

Does Lederer & Associates Investment Counsel/Ca own United Technologies (UTXZ)? Not currently — the last reported position was 14.8K shares worth $1M in Q1 2020; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$1M
Q1 2020
Shares
14.8K
% of Portfolio
+1.58%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202014.8K$1M+1.58%
Q4 201916.1K$2M+2.10%
Q3 201916.2K$2M+2.12%
Q2 201916.2K$2M+1.94%
Q1 201916.1K$2M+1.93%
Q4 201816.2K$2M+1.84%

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