Question 1

How many shares of UTX does Cresset Asset Management, LLC own?

Accepted Answer

Cresset Asset Management, LLC previously held 0 shares of UTX (UNITED TECHNOLOGIES CORP) before exiting the position in 2020-Q2.

Question 2

What is Cresset Asset Management, LLC's UTX position worth?

Accepted Answer

Cresset Asset Management, LLC's UTX position was last reported at $0 in 2020-Q2 before the exit.

Question 3

Is Cresset Asset Management, LLC buying or selling UTX?

Accepted Answer

In 2020-Q2, Cresset Asset Management, LLC exited their UTX position entirely (-100.0% change in shares).

Question 4

When did Cresset Asset Management, LLC first buy UTX?

Accepted Answer

Based on available 13F filings, Cresset Asset Management, LLC first reported a position in UTX in 2018-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q1	New	173,974	-	$16.4M	0.5%	—	47
2019-Q4	Exited	0	-100.0%	$0	0.0%	—	0
2019-Q3	Increased	174,229	+1.6%	$23.8M	0.7%	—	41
2019-Q2	Increased	171,418	+65.8%	$22.3M	0.7%	—	59
2019-Q1	Increased	103,359	+13.0%	$13.3M	0.5%	—	45
2018-Q4	New	91,490	-	$9.7M	0.6%	—	54

UTX7 quarters

UTX
7 quarters