Azimuth Capital Management’s Otis Worldwide OTIS Stock Holding History

Azimuth 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
2022 Q1	$336K	Sell	4,362 -100	-2%	-$7.99K	0.01%	277
2021 Q4	$389K	Sell	4,462 -175	-4%	-$14.6K	0.02%	271
2021 Q3	$382K	Hold	4,637	–	–	0.02%	271
2021 Q2	$379K	Sell	4,637 -188	-4%	-$14.5K	0.02%	276
2021 Q1	$330K	Sell	4,825 -46	-0.9%	-$3.01K	0.02%	279
2020 Q4	$329K	Sell	4,871 -49	-1%	-$3.18K	0.02%	268
2020 Q3	$307K	Sell	4,920 -1,343	-21%	-$82.1K	0.02%	247
2020 Q2	$356K	Buy	+6,263	New	+$324K	0.02%	241

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

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

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Azimuth Capital Management's OTIS Position: Q1 2022 in Review

Azimuth Capital Management reduced its Otis Worldwide (OTIS) stake by 2.2% in Q1 2022, selling an estimated $7.99K and leaving 4,362 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #277.

Azimuth Capital Management first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $389K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Azimuth Capital Management held 4,362 shares of Otis Worldwide worth $336K as of Q1 2022.
Azimuth Capital Management sold 100 Otis Worldwide shares in Q1 2022, an estimated $7.99K.
Otis Worldwide made up 0.01% of Azimuth Capital Management's portfolio in Q1 2022, its #277 holding.
Azimuth Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Azimuth Capital Management's Otis Worldwide position peaked at $389K in Q4 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.