Question 1

Does Clearbridge Investments own UTX stock?

Accepted Answer

As of its Q1 2020 13F, Clearbridge Investments held 10,748,198 shares of UTX (United Technologies), worth $1B.

Question 2

How many shares of UTX does Clearbridge Investments own?

Accepted Answer

As of its Q1 2020 13F, Clearbridge Investments held 10,748,198 shares of UTX (United Technologies).

Question 3

What is Clearbridge Investments' UTX position worth?

Accepted Answer

As of its Q1 2020 13F, Clearbridge Investments' UTX position was worth $1B.

Question 4

When did Clearbridge Investments first buy UTX?

Accepted Answer

Clearbridge Investments already held UTX in its Q4 2018 13F, the earliest on record, and listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q1	Increased	10.7M	+105.5%	$1B	1.1%	—	81
2019-Q4	Increased	5.2M	+0.3%	$801.1M	0.7%	—	45
2019-Q3	Increased	5.2M	+6.2%	$712.2M	0.6%	—	47
2019-Q2	Increased	4.9M	+23.7%	$639.7M	0.6%	—	54
2019-Q1	Increased	4M	+170.5%	$512M	0.5%	—	60
2018-Q4	First report	1.5M	-	$156.4M	0.2%	—	0