Burleson & Co’s Otis Worldwide OTIS Stock Holding History

Burleson & 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
2022 Q4	$288K	Hold	3,673	–	–	0.07%	111
2022 Q3	$234K	Hold	3,673	–	–	0.05%	121
2022 Q2	$260K	Hold	3,673	–	–	0.06%	110
2022 Q1	$283K	Hold	3,673	–	–	0.05%	119
2021 Q4	$320K	Hold	3,673	–	–	0.05%	119
2021 Q3	$302K	Hold	3,673	–	–	0.04%	114
2021 Q2	$300K	Hold	3,673	–	–	0.04%	118
2021 Q1	$251K	Hold	3,673	–	–	0.04%	120
2020 Q4	$248K	Hold	3,673	–	–	0.04%	122
2020 Q3	$234K	Hold	3,673	–	–	0.04%	125
2020 Q2	$237K	Buy	+3,673	New	+$190K	0.05%	114

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 $315B AUM 27.84% 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

Burleson & Co's OTIS Position: Q4 2022 in Review

Burleson & Co held its Otis Worldwide (OTIS) position steady in Q4 2022 at 3,673 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #111.

Burleson & Co first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $320K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Burleson & Co held 3,673 shares of Otis Worldwide worth $288K as of Q4 2022.
Burleson & Co left its Otis Worldwide share count unchanged in Q4 2022.
Otis Worldwide made up 0.07% of Burleson & Co's portfolio in Q4 2022, its #111 holding.
Burleson & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
Burleson & Co's Otis Worldwide position peaked at $320K in Q4 2021.
1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.