SEC 13F Intelligence

Adell Harriman & Carpenter Inc / UTXZ

Adell Harriman & Carpenter Inc’s United Technologies Position

Does Adell Harriman & Carpenter Inc own United Technologies (UTXZ)? Not currently — the last reported position was 64.6K shares worth $6.1B in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6.1B
Q1 2020
Shares
64.6K
% of Portfolio
+1.29%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $6.8BQ4 ’18Q1 ’19: $8.7BQ1 ’19Q2 ’19: $8.5BQ2 ’19Q3 ’19: $9.1BQ3 ’19Q4 ’19: $10.4BQ4 ’19Q1 ’20: $6.1BQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202064.6K$6.1B+1.29%
Q4 201969.2K$10.4B+1.71%
Q3 201966.7K$9.1B+1.65%
Q2 201965.6K$8.5B+1.60%
Q1 201967.3K$8.7B+1.69%
Q4 201864.3K$6.8B+1.51%

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