SEC 13F Intelligence

Pegasus Asset Management, Inc. / UTXZ

Pegasus Asset Management, Inc.’s United Technologies Position

Does Pegasus Asset Management, Inc. own United Technologies (UTXZ)? Not currently — the last reported position was 23.1K shares worth $2M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2020
Shares
23.1K
% of Portfolio
+1.80%
Quarters Held
6
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202023.1K$2M+1.80%
Q4 201921.5K$3M+2.12%
Q3 201920.7K$3M+2.11%
Q2 201920.9K$3M+2.11%
Q1 201920.6K$3M+2.19%
Q4 201820.5K$2M+2.06%

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