Position in UTGN
as of Dec 31, 2023
· filed Jan 8, 2024
Position Value
$24,088
+$24,064 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 2 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTGN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Dec 31, 2023Bartlett & Co. LLC holds $4,440,453 across 7 Insurance - Life names. UTGN ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
36,314 | $2,090,608 | |
| 2 | MET |
Metlife Inc
|
18,707 | $1,237,093 | |
| 3 | MFC |
Manulife Financial Corp
|
40,557 | $896,309 | |
| 4 | AFL |
Aflac Inc
|
1,813 | $149,572 | |
| 5 | LNC |
Lincoln National Corp
|
915 | $24,677 | |
| 6 | UTGN |
Utg Inc
This page
|
800 | $24,088 | |
| 7 | PRI |
Primerica, Inc.
|
88 | $18,106 |
All Filings in UTGN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 | $24,088 | 800 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $24 | 800 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | — | 800 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||