BerganKDV Wealth Management’s Otis Worldwide OTIS Stock Holding History

BerganKDV Wealth 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 Q2	$30.6K	Sell	344 -146	-30%	-$12.3K	﹤0.01%	437
2023 Q1	$41.4K	Buy	490 +54	+12%	+$4.47K	﹤0.01%	415
2022 Q4	$34.1K	Buy	436 +4	+0.9%	+$295	﹤0.01%	418
2022 Q3	$28K	Sell	432 -124	-22%	-$9.07K	﹤0.01%	443
2022 Q2	$39K	Buy	556 +228	+70%	+$16.8K	﹤0.01%	410
2022 Q1	$25K	Sell	328 -250	-43%	-$20K	﹤0.01%	489
2021 Q4	$50K	Hold	578	–	–	0.01%	422
2021 Q3	$48K	Buy	578 +250	+76%	+$22K	0.01%	406
2021 Q2	$27K	Hold	328	–	–	﹤0.01%	481
2021 Q1	$22K	Hold	328	–	–	﹤0.01%	470
2020 Q4	$22K	Buy	328 +1	+0.3%	+$65	﹤0.01%	459
2020 Q3	$20K	Sell	327 -162	-33%	-$9.91K	﹤0.01%	428
2020 Q2	$28K	Buy	+489	New	+$25.3K	﹤0.01%	417

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BerganKDV Wealth Management's OTIS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Otis Worldwide (OTIS) stake by 30% in Q2 2023, selling an estimated $12.3K and leaving 344 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

BerganKDV Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $50K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

BerganKDV Wealth Management held 344 shares of Otis Worldwide worth $30.6K as of Q2 2023.
BerganKDV Wealth Management sold 146 Otis Worldwide shares in Q2 2023, an estimated $12.3K.
Otis Worldwide made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #437 holding.
BerganKDV Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Otis Worldwide position peaked at $50K in Q4 2021.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.