SEC 13F Intelligence

Surevest, LLC / UTXZ

Surevest, LLC’s United Technologies Position

Does Surevest, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 23.0K shares worth $2M in Q1 2020; the fund’s latest 13F (Q3 2022) no longer reports it.

Position Value
$2M
Q1 2020
Shares
23.0K
% of Portfolio
+1.18%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $345,000Q4 ’18Q1 ’19: $776,000Q1 ’19Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202023.0K$2M+1.18%
Q4 201914.8K$2M+0.95%
Q3 201911.4K$2M+0.77%
Q2 201910.1K$1M+0.69%
Q1 20196.0K$776,000+0.48%
Q4 20183.2K$345,000+0.27%

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