SEC 13F Intelligence

Bartlett & Co. LLC / UTXZ

Bartlett & Co. LLC’s United Technologies Position

Does Bartlett & Co. LLC own United Technologies (UTXZ)? Not currently — the last reported position was 533.5K shares worth $50M in Q1 2020; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$50M
Q1 2020
Shares
533.5K
% of Portfolio
+1.53%
Quarters Held
4
position exited

Position History UTXZ

Reported value by quarter
Q1 ’19: $47MQ1 ’19Q2 ’19: $47MQ2 ’19Q3 ’19: $74MQ3 ’19Q1 ’20: $50MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020533.5K$50M+1.53%
Q3 2019543.7K$74M+1.95%
Q2 2019359.8K$47M+1.75%
Q1 2019362.9K$47M+1.79%

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