Bennicas & Associates’s Otis Worldwide OTIS Stock Holding History

Bennicas & Associates’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 Q4	$310K	Sell	3,958 -50	-1%	-$3.69K	0.18%	82
2022 Q3	$256K	Hold	4,008	–	–	0.16%	83
2022 Q2	$283K	Hold	4,008	–	–	0.17%	82
2022 Q1	$308K	Hold	4,008	–	–	0.15%	87
2021 Q4	$349K	Hold	4,008	–	–	0.18%	85
2021 Q3	$330K	Hold	4,008	–	–	0.19%	86
2021 Q2	$328K	Hold	4,008	–	–	0.18%	86
2021 Q1	$274K	Sell	4,008 -62	-2%	-$4.05K	0.16%	86
2020 Q4	$275K	Buy	4,070 +18	+0.4%	+$1.17K	0.16%	85
2020 Q3	$253K	Buy	4,052 +33	+0.8%	+$2.02K	0.16%	83
2020 Q2	$229K	Buy	+4,019	New	+$208K	0.17%	74

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bennicas & Associates's OTIS Position: Q4 2022 in Review

Bennicas & Associates reduced its Otis Worldwide (OTIS) stake by 1.2% in Q4 2022, selling an estimated $3.69K and leaving 3,958 shares worth $310K. The position accounts for 0.18% of the portfolio, ranked #82.

Bennicas & Associates first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $349K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Bennicas & Associates held 3,958 shares of Otis Worldwide worth $310K as of Q4 2022.
Bennicas & Associates sold 50 Otis Worldwide shares in Q4 2022, an estimated $3.69K.
Otis Worldwide made up 0.18% of Bennicas & Associates's portfolio in Q4 2022, its #82 holding.
Bennicas & Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
Bennicas & Associates's Otis Worldwide position peaked at $349K in Q4 2021.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Bennicas & Associates's 13F filing for Q4 2022, filed 12 Jan 2023.