Bartlett & Co’s Otis Worldwide OTIS Stock Holding History

Bartlett & Co’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 Q4	$995K	Sell	11,100 -531	-5%	-$44.2K	0.02%	275
2023 Q3	$934K	Sell	11,631 -113	-1%	-$9.66K	0.02%	265
2023 Q2	$1.04M	Sell	11,744 -314	-3%	-$26.5K	0.02%	267
2023 Q1	$1.02M	Sell	12,058 -581	-5%	-$48.1K	0.02%	227
2022 Q4	$990K	Sell	12,639 -1,184	-9%	-$87.4K	0.02%	230
2022 Q3	$882K	Sell	13,823 -300	-2%	-$21.9K	0.02%	228
2022 Q2	$998K	Sell	14,123 -4,112	-23%	-$303K	0.02%	219
2022 Q1	$1.4M	Sell	18,235 -591	-3%	-$47.2K	0.02%	206
2021 Q4	$1.64M	Sell	18,826 -542	-3%	-$45.4K	0.03%	197
2021 Q3	$1.59M	Sell	19,368 -1,634	-8%	-$144K	0.03%	182
2021 Q2	$1.72M	Sell	21,002 -6,588	-24%	-$507K	0.03%	181
2021 Q1	$1.89M	Sell	27,590 -3,551	-11%	-$232K	0.04%	173
2020 Q4	$2.1M	Sell	31,141 -2,454	-7%	-$159K	0.04%	162
2020 Q3	$2.1M	Sell	33,595 -5,175	-13%	-$317K	0.05%	156
2020 Q2	$2.2M	Buy	+38,770	New	+$2.01M	0.06%	152

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bartlett & Co's OTIS Position: Q4 2023 in Review

Bartlett & Co reduced its Otis Worldwide (OTIS) stake by 4.6% in Q4 2023, selling an estimated $44.2K and leaving 11,100 shares worth $995K. The position accounts for 0.02% of the portfolio, ranked #275.

Bartlett & Co first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.2M in Q2 2020. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Bartlett & Co held 11,100 shares of Otis Worldwide worth $995K as of Q4 2023.
Bartlett & Co sold 531 Otis Worldwide shares in Q4 2023, an estimated $44.2K.
Otis Worldwide made up 0.02% of Bartlett & Co's portfolio in Q4 2023, its #275 holding.
Bartlett & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
Bartlett & Co's Otis Worldwide position peaked at $2.2M in Q2 2020.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.