SEC 13F Intelligence

Saratoga Research & Investment Management / UTXZ

Saratoga Research & Investment Management’s United Technologies Position

Does Saratoga Research & Investment Management own United Technologies (UTXZ)? Not currently — the last reported position was 845.8K shares worth $80M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$80M
Q1 2020
Shares
845.8K
% of Portfolio
+5.53%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $71MQ4 ’18Q1 ’19: $94MQ1 ’19Q2 ’19: $98MQ2 ’19Q3 ’19: $103MQ3 ’19Q4 ’19: $113MQ4 ’19Q1 ’20: $80MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020845.8K$80M+5.53%
Q4 2019752.7K$113M+6.76%
Q3 2019754.8K$103M+6.65%
Q2 2019750.1K$98M+6.14%
Q1 2019725.6K$94M+6.39%
Q4 2018668.8K$71M+5.64%

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