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Antonetti Capital Management’s Otis Worldwide OTIS Stock Holding History

Antonetti Capital 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
2023
Q3 		$26.1K Hold
325
– – 0.04% 135
2023
Q2 		$28.9K Hold
325
– – 0.04% 135
2023
Q1 		$27.4K Hold
325
– – 0.04% 146
2022
Q4 		$25.5K Hold
325
– – 0.03% 154
2022
Q3 		$21K Hold
325
– – 0.02% 163
2022
Q2 		$23K Hold
325
– – 0.02% 163
2022
Q1 		$25K Hold
325
– – 0.02% 185
2021
Q4 		$28K Sell
325
-50
-13% -$4.18K 0.02% 216
2021
Q3 		$31K Buy
+375
New +$33K 0.03% 206

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 $3.38T AUM 44.17% 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

Antonetti Capital Management's OTIS Position: Q3 2023 in Review

Antonetti Capital Management held its Otis Worldwide (OTIS) position steady in Q3 2023 at 325 shares worth $26.1K. The position accounts for 0.04% of the portfolio, ranked #135.

Antonetti Capital Management first reported a position in OTIS in Q3 2021 and has held it in 9 quarters since. The position peaked at $31K in Q3 2021. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Antonetti Capital Management held 325 shares of Otis Worldwide worth $26.1K as of Q3 2023.
  • Antonetti Capital Management left its Otis Worldwide share count unchanged in Q3 2023.
  • Otis Worldwide made up 0.04% of Antonetti Capital Management's portfolio in Q3 2023, its #135 holding.
  • Antonetti Capital Management first reported a position in Otis Worldwide in Q3 2021 and has held it in 9 quarters since.
  • Antonetti Capital Management's Otis Worldwide position peaked at $31K in Q3 2021.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.