SEC 13F Intelligence

Tandem Investment Advisors, Inc. / UTXZ

Tandem Investment Advisors, Inc.’s United Technologies Position

Does Tandem Investment Advisors, Inc. own United Technologies (UTXZ)? Not currently — the last reported position was 230.4K shares worth $22M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$22M
Q1 2020
Shares
230.4K
% of Portfolio
+3.23%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $11MQ1 ’19Q2 ’19: $13MQ2 ’19Q3 ’19: $14MQ3 ’19Q4 ’19: $16MQ4 ’19Q1 ’20: $22MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020230.4K$22M+3.23%
Q4 2019104.7K$16M+2.63%
Q3 2019103.0K$14M+2.55%
Q2 201999.3K$13M+2.45%
Q1 201982.8K$11M+2.35%
Q4 201879.6K$8M+2.20%

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