BTR Capital Management’s Otis Worldwide OTIS Stock Holding History

BTR 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 Q3	$1.1M	Sell	17,321 -1,336	-7%	-$97.7K	0.17%	70
2022 Q2	$1.32M	Sell	18,657 -10,177	-35%	-$750K	0.19%	66
2022 Q1	$2.22M	Sell	28,834 -915	-3%	-$73.1K	0.27%	56
2021 Q4	$2.59M	Buy	29,749 +2,447	+9%	+$205K	0.29%	56
2021 Q3	$2.25M	Sell	27,302 -240	-0.9%	-$21.1K	0.28%	55
2021 Q2	$2.25M	Buy	27,542 +2,317	+9%	+$178K	0.28%	55
2021 Q1	$1.73M	Buy	25,225 +5,337	+27%	+$349K	0.25%	62
2020 Q4	$1.34M	Sell	19,888 -355	-2%	-$23K	0.21%	70
2020 Q3	$1.26M	Sell	20,243 -674	-3%	-$41.2K	0.22%	65
2020 Q2	$1.19M	Buy	+20,917	New	+$1.08M	0.22%	68

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BTR Capital Management's OTIS Position: Q3 2022 in Review

BTR Capital Management reduced its Otis Worldwide (OTIS) stake by 7.2% in Q3 2022, selling an estimated $97.7K and leaving 17,321 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #70.

BTR Capital Management first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.59M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

BTR Capital Management held 17,321 shares of Otis Worldwide worth $1.1M as of Q3 2022.
BTR Capital Management sold 1,336 Otis Worldwide shares in Q3 2022, an estimated $97.7K.
Otis Worldwide made up 0.17% of BTR Capital Management's portfolio in Q3 2022, its #70 holding.
BTR Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
BTR Capital Management's Otis Worldwide position peaked at $2.59M in Q4 2021.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.