SEC 13F Intelligence

Allen Investment Management, LLC / UTXZ

Allen Investment Management, LLC’s United Technologies Position

Does Allen Investment Management, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 320.1K shares worth $30M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$30M
Q1 2020
Shares
320.1K
% of Portfolio
+0.91%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $10MQ1 ’19Q2 ’19: $21MQ2 ’19Q3 ’19: $45MQ3 ’19Q4 ’19: $49MQ4 ’19Q1 ’20: $30MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020320.1K$30M+0.91%
Q4 2019327.2K$49M+1.17%
Q3 2019333.0K$45M+1.20%
Q2 2019162.8K$21M+0.61%
Q1 201980.7K$10M+0.33%
Q4 201820.5K$2M+0.09%

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