SEC 13F Intelligence

J.p. Marvel Investment Advisors, LLC / UTXZ

J.p. Marvel Investment Advisors, LLC’s United Technologies Position

Does J.p. Marvel Investment Advisors, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 46.4K shares worth $6M in Q3 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2019
Shares
46.4K
% of Portfolio
+2.03%
Quarters Held
3
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ1 ’19Q3 ’19: $6MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201946.4K$6M+2.03%
Q1 201936.2K$5M+1.51%
Q4 201834.4K$4M+1.32%

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