Advisor Partners’s Otis Worldwide OTIS Stock Holding History

Advisor Partners’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 Q2	$721K	Buy	10,206 +508	+5%	+$37.4K	0.05%	378
2022 Q1	$746K	Sell	9,698 -1,239	-11%	-$99K	0.05%	391
2021 Q4	$953K	Buy	10,937 +623	+6%	+$52.1K	0.06%	315
2021 Q3	$849K	Sell	10,314 -21	-0.2%	-$1.85K	0.06%	319
2021 Q2	$845K	Sell	10,335 -850	-8%	-$65.4K	0.06%	335
2021 Q1	$766K	Sell	11,185 -768	-6%	-$50.2K	0.05%	354
2020 Q4	$807K	Buy	11,953 +1,120	+10%	+$72.7K	0.06%	308
2020 Q3	$676K	Sell	10,833 -539	-5%	-$33K	0.06%	308
2020 Q2	$647K	Buy	+11,372	New	+$589K	0.06%	300

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Partners's OTIS Position: Q2 2022 in Review

Advisor Partners increased its Otis Worldwide (OTIS) stake by 5.2% in Q2 2022, buying an estimated $37.4K and bringing the position to 10,206 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #378.

Advisor Partners first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $953K in Q4 2021. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Advisor Partners held 10,206 shares of Otis Worldwide worth $721K as of Q2 2022.
Advisor Partners bought 508 Otis Worldwide shares in Q2 2022, an estimated $37.4K.
Otis Worldwide made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #378 holding.
Advisor Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Advisor Partners's Otis Worldwide position peaked at $953K in Q4 2021.
1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.