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Advisor Partners II’s Otis Worldwide OTIS Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.16M Buy
14,499
+735
+5% +$62.9K 0.05% 426
2023
Q2 		$1.23M Buy
13,764
+563
+4% +$47.4K 0.06% 337
2023
Q1 		$1.11M Buy
13,201
+1,431
+12% +$118K 0.06% 324
2022
Q4 		$922K Buy
11,770
+608
+5% +$44.9K 0.06% 344
2022
Q3 		$712K Buy
+11,162
New +$817K 0.05% 355

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Partners II's OTIS Position: Q3 2023 in Review

Advisor Partners II increased its Otis Worldwide (OTIS) stake by 5.3% in Q3 2023, buying an estimated $62.9K and bringing the position to 14,499 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #426.

Advisor Partners II first reported a position in OTIS in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.23M in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Advisor Partners II held 14,499 shares of Otis Worldwide worth $1.16M as of Q3 2023.
  • Advisor Partners II bought 735 Otis Worldwide shares in Q3 2023, an estimated $62.9K.
  • Otis Worldwide made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #426 holding.
  • Advisor Partners II first reported a position in Otis Worldwide in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Otis Worldwide position peaked at $1.23M in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.