AUA Capital Management’s Otis Worldwide OTIS Stock Holding History

AUA 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 Q1	–	Sell	-718	Closed	-$56.2K	–	261
2022 Q4	$56.2K	Hold	718	–	–	0.04%	134
2022 Q3	$46K	Sell	718 -182	-20%	-$13.3K	0.03%	136
2022 Q2	$64K	Hold	900	–	–	0.04%	133
2022 Q1	$69K	Hold	900	–	–	0.04%	137
2021 Q4	$78K	Hold	900	–	–	0.05%	123
2021 Q3	$74K	Hold	900	–	–	0.05%	119
2021 Q2	$74K	Sell	900 -125	-12%	-$9.62K	0.05%	121
2021 Q1	$70K	Hold	1,025	–	–	0.05%	120
2020 Q4	$69K	Hold	1,025	–	–	0.05%	119
2020 Q3	$64K	Buy	1,025 +125	+14%	+$7.65K	0.05%	115
2020 Q2	$51K	Buy	+900	New	+$46.6K	0.05%	107

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

AUA Capital Management's OTIS Position: Q1 2023 in Review

AUA Capital Management sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 718 shares — an estimated $56.2K sold.

AUA Capital Management first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $78K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

AUA Capital Management reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 718 Otis Worldwide shares in Q1 2023, an estimated $56.2K.
AUA Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
AUA Capital Management's Otis Worldwide position peaked at $78K in Q4 2021.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.