SEC 13F Intelligence

Janney Montgomery Scott LLC / UTXZ

Janney Montgomery Scott LLC’s United Technologies Position

Does Janney Montgomery Scott LLC own United Technologies (UTXZ)? Not currently — the last reported position was 402.2K shares worth $38M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$38M
Q1 2020
Shares
402.2K
% of Portfolio
+0.30%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $29MQ4 ’18Q1 ’19: $40MQ1 ’19Q2 ’19: $43MQ2 ’19Q3 ’19: $48MQ3 ’19Q4 ’19: $55MQ4 ’19Q1 ’20: $38MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020402.2K$38M+0.30%
Q4 2019365.6K$55M+0.36%
Q3 2019349.3K$48M+0.35%
Q2 2019327.9K$43M+0.33%
Q1 2019311.1K$40M+0.33%
Q4 2018274.9K$29M+0.28%

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