Aevitas Wealth Management’s Otis Worldwide OTIS Stock Holding History

Aevitas Wealth Management’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 Q4	$206K	Buy	+2,637	New	+$195K	0.12%	112
2022 Q2	–	Sell	-2,720	Closed	-$209K	–	117
2022 Q1	$209K	Sell	2,720 -41	-1%	-$3.28K	0.13%	114
2021 Q4	$240K	Buy	2,761 +4	+0.1%	+$335	0.14%	113
2021 Q3	$227K	Buy	2,757 +5	+0.2%	+$440	0.14%	118
2021 Q2	$225K	Buy	+2,752	New	+$212K	0.14%	117
2021 Q1	–	Sell	-3,979	Closed	-$269K	–	123
2020 Q4	$269K	Sell	3,979 -156	-4%	-$10.1K	0.2%	100
2020 Q3	$258K	Sell	4,135 -143	-3%	-$8.75K	0.21%	89
2020 Q2	$243K	Buy	+4,278	New	+$222K	0.22%	90

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's OTIS Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in Otis Worldwide (OTIS) in Q4 2022: 2,637 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #112 among its holdings. This is a return to the name: Aevitas Wealth Management previously reported a position in OTIS as recently as Q1 2022.

Aevitas Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $269K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Aevitas Wealth Management held 2,637 shares of Otis Worldwide worth $206K as of Q4 2022.
Otis Worldwide was a new Aevitas Wealth Management position in Q4 2022.
Otis Worldwide made up 0.12% of Aevitas Wealth Management's portfolio in Q4 2022, its #112 holding.
Aevitas Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Aevitas Wealth Management's Otis Worldwide position peaked at $269K in Q4 2020.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.