Arden Trust’s Otis Worldwide OTIS Stock Holding History

Arden Trust’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 Q2	–	Sell	-4,426	Closed	-$374K	–	283
2023 Q1	$374K	Sell	4,426 -1,211	-21%	-$100K	0.07%	214
2022 Q4	$441K	Sell	5,637 -4,512	-44%	-$333K	0.09%	184
2022 Q3	$647K	Sell	10,149 -220	-2%	-$16.1K	0.16%	131
2022 Q2	$733K	Sell	10,369 -414	-4%	-$30.5K	0.17%	133
2022 Q1	$830K	Sell	10,783 -2,585	-19%	-$207K	0.16%	126
2021 Q4	$1.16M	Sell	13,368 -1,978	-13%	-$166K	0.2%	114
2021 Q3	$1.26M	Sell	15,346 -1,019	-6%	-$89.6K	0.22%	100
2021 Q2	$1.34M	Sell	16,365 -333	-2%	-$25.6K	0.22%	95
2021 Q1	$1.14M	Sell	16,698 -1,410	-8%	-$92.2K	0.19%	110
2020 Q4	$1.22M	Sell	18,108 -687	-4%	-$44.6K	0.2%	102
2020 Q3	$1.17M	Sell	18,795 -23	-0.1%	-$1.41K	0.21%	96
2020 Q2	$1.07M	Buy	+18,818	New	+$975K	0.2%	105

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Arden Trust's OTIS Position: Q2 2023 in Review

Arden Trust sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 4,426 shares — an estimated $374K sold.

Arden Trust first reported a position in OTIS in Q2 2020 and held it in 12 quarters. The position peaked at $1.34M in Q2 2021. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Arden Trust reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
Arden Trust sold 4,426 Otis Worldwide shares in Q2 2023, an estimated $374K.
Arden Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 12 quarters.
Arden Trust's Otis Worldwide position peaked at $1.34M in Q2 2021.
1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Arden Trust's 13F filing for Q2 2023, filed 14 Jul 2023.