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Breiter Capital Management’s Otis Worldwide OTIS Stock Holding History

Breiter 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 		$234K Hold
3,041
– – 0.12% 124
2021
Q4 		$265K Hold
3,041
– – 0.13% 117
2021
Q3 		$250K Hold
3,041
– – 0.14% 123
2021
Q2 		$249K Buy
+3,041
New +$234K 0.13% 129
2021
Q1 		– Sell
-3,041
Closed -$205K – 100
2020
Q4 		$205K Buy
+3,041
New +$197K 0.14% 122

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
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

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

Breiter Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2022 at 3,041 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #124.

Breiter Capital Management first reported a position in OTIS in Q4 2020 and has held it in 5 quarters since. The position peaked at $265K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Breiter Capital Management held 3,041 shares of Otis Worldwide worth $234K as of Q1 2022.
  • Breiter Capital Management left its Otis Worldwide share count unchanged in Q1 2022.
  • Otis Worldwide made up 0.12% of Breiter Capital Management's portfolio in Q1 2022, its #124 holding.
  • Breiter Capital Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 5 quarters since.
  • Breiter Capital Management's Otis Worldwide position peaked at $265K in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.