American Research & Management Company’s Otis Worldwide OTIS Stock Holding History

American Research & Management Company’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	$53K	Hold	825	–	–	0.01%	189
2022 Q2	$58K	Hold	825	–	–	0.01%	191
2022 Q1	$63K	Sell	825 -12	-1%	-$959	0.01%	196
2021 Q4	$73K	Buy	837 +12	+1%	+$1K	0.02%	193
2021 Q3	$68K	Sell	825 -74	-8%	-$6.51K	0.02%	189
2021 Q2	$74K	Buy	899 +175	+24%	+$13.5K	0.02%	192
2021 Q1	$50K	Sell	724 -282	-28%	-$18.4K	0.01%	198
2020 Q4	$68K	Hold	1,006	–	–	0.02%	188
2020 Q3	$63K	Sell	1,006 -222	-18%	-$13.6K	0.02%	175
2020 Q2	$70K	Buy	+1,228	New	+$63.6K	0.02%	168

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Research & Management Company's OTIS Position: Q3 2022 in Review

American Research & Management Company held its Otis Worldwide (OTIS) position steady in Q3 2022 at 825 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #189.

American Research & Management Company first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $74K in Q2 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

American Research & Management Company held 825 shares of Otis Worldwide worth $53K as of Q3 2022.
American Research & Management Company left its Otis Worldwide share count unchanged in Q3 2022.
Otis Worldwide made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #189 holding.
American Research & Management Company first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
American Research & Management Company's Otis Worldwide position peaked at $74K in Q2 2021.
1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.