Question 1

How many shares of UTX does MAI Capital Management own?

Accepted Answer

MAI Capital Management previously held 0 shares of UTX (UNITED TECHNOLOGIES CORP) before exiting the position in 2020-Q2.

Question 2

What is MAI Capital Management's UTX position worth?

Accepted Answer

MAI Capital Management's UTX position was last reported at $0 in 2020-Q2 before the exit.

Question 3

Is MAI Capital Management buying or selling UTX?

Accepted Answer

In 2020-Q2, MAI Capital Management exited their UTX position entirely (-100.0% change in shares).

Question 4

When did MAI Capital Management first buy UTX?

Accepted Answer

Based on available 13F filings, MAI Capital Management first reported a position in UTX in 2019-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q1	Increased	62,675	+11.9%	$5.9M	0.2%	—	36
2019-Q4	Increased	55,988	+3.2%	$8.4M	0.3%	—	34
2019-Q3	Decreased	54,275	-0.7%	$7.4M	0.3%	—	0
2019-Q2	Increased	54,639	+122.9%	$7.1M	0.3%	—	53
2019-Q1	New	24,516	-	$3.2M	0.2%	—	44

UTX6 quarters

UTX
6 quarters