SEC 13F Intelligence

Exeter Financial, LLC / UTXZ

Exeter Financial, LLC’s United Technologies Position

Does Exeter Financial, LLC own United Technologies (UTXZ)? Not currently — the last reported position was 19.3K shares worth $3M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2019
Shares
19.3K
% of Portfolio
+2.25%
Quarters Held
5
position exited

Position History UTXZ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $3MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201919.3K$3M+2.25%
Q3 201919.7K$3M+2.14%
Q2 201919.8K$3M+2.15%
Q1 201919.6K$3M+2.19%
Q4 201819.7K$2M+1.98%

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