SEC 13F Intelligence

Security National Trust Co / UTXZ

Security National Trust Co’s United Technologies Position

Does Security National Trust Co own United Technologies (UTXZ)? Not currently — the last reported position was 30.2K shares worth $3M in Q1 2020; the fund’s latest 13F (Q3 2021) no longer reports it.

Position Value
$3M
Q1 2020
Shares
30.2K
% of Portfolio
+1.04%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $4MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $3MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202030.2K$3M+1.04%
Q4 201930.2K$5M+1.32%
Q3 201930.1K$4M+1.29%
Q2 201930.3K$4M+1.24%
Q1 201930.4K$4M+1.26%
Q4 201828.4K$3M+1.12%

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