SEC 13F Intelligence

Verity & Verity, LLC / UTXZ

Verity & Verity, LLC’s United Technologies Position

Does Verity & Verity, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 75.0K shares worth $7M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2020
Shares
75.0K
% of Portfolio
+1.99%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ1 ’19Q2 ’19: $10MQ2 ’19Q3 ’19: $11MQ3 ’19Q4 ’19: $12MQ4 ’19Q1 ’20: $7MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202075.0K$7M+1.99%
Q4 201979.7K$12M+2.32%
Q3 201981.0K$11M+2.26%
Q2 201979.9K$10M+2.26%
Q1 201979.3K$10M+2.35%
Q4 201876.2K$8M+2.17%

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