1834 Investment Advisors’s Otis Worldwide OTIS Stock Holding History

1834 Investment Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,075	Closed	-$76K	–	372
2022 Q2	$76K	Hold	1,075	–	–	0.01%	243
2022 Q1	$83K	Hold	1,075	–	–	0.01%	229
2021 Q4	$94K	Hold	1,075	–	–	0.01%	235
2021 Q3	$88K	Hold	1,075	–	–	0.01%	240
2021 Q2	$88K	Hold	1,075	–	–	0.01%	241
2021 Q1	$74K	Hold	1,075	–	–	0.01%	253
2020 Q4	$73K	Hold	1,075	–	–	0.01%	248
2020 Q3	$67K	Sell	1,075 -33	-3%	-$2.02K	0.01%	250
2020 Q2	$63K	Buy	+1,108	New	+$57.4K	0.01%	232

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

1834 Investment Advisors's OTIS Position: Q3 2022 in Review

1834 Investment Advisors sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 1,075 shares — an estimated $76K sold.

1834 Investment Advisors first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $94K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

1834 Investment Advisors reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,075 Otis Worldwide shares in Q3 2022, an estimated $76K.
1834 Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
1834 Investment Advisors's Otis Worldwide position peaked at $94K in Q4 2021.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.