Affiance Financial’s Otis Worldwide OTIS Stock Holding History

Affiance Financial’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 Q1	–	Sell	-25	Closed	-$1.96K	–	318
2022 Q4	$1.96K	Buy	+25	New	+$1.85K	﹤0.01%	377

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

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

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

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

Affiance Financial's OTIS Position: Q1 2023 in Review

Affiance Financial sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 25 shares — an estimated $1.96K sold.

Affiance Financial first reported a position in OTIS in Q4 2022 and held it in 1 quarter. The position peaked at $1.96K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

Affiance Financial reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 25 Otis Worldwide shares in Q1 2023, an estimated $1.96K.
Affiance Financial first reported a position in Otis Worldwide in Q4 2022 and held it in 1 quarter.
Affiance Financial's Otis Worldwide position peaked at $1.96K in Q4 2022.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.