SEC 13F Intelligence

Davidson Trust Co / UTXZ

Davidson Trust Co’s United Technologies Position

Does Davidson Trust Co own United Technologies (UTXZ)? Not currently — the last reported position was 10.6K shares worth $997,000 in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$997,000
Q1 2020
Shares
10.6K
% of Portfolio
+1.23%
Quarters Held
2
position exited

Position History UTXZ

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $997,000Q1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202010.6K$997,000+1.23%
Q4 201910.5K$2M+1.59%

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