Cary Street Partners Asset Management’s Otis Worldwide OTIS Stock Holding History

Cary Street Partners Asset 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	–	Sell	-441	Closed	-$37.2K	–	336
2023 Q1	$37.2K	Sell	441 -31	-7%	-$2.56K	0.01%	260
2022 Q4	$37K	Hold	472	–	–	0.01%	282
2022 Q3	$30K	Buy	+472	New	+$34.5K	0.01%	251

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Cary Street Partners Asset Management's OTIS Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 441 shares — an estimated $37.2K sold.

Cary Street Partners Asset Management first reported a position in OTIS in Q3 2022 and held it in 3 quarters. The position peaked at $37.2K in Q1 2023. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 441 Otis Worldwide shares in Q2 2023, an estimated $37.2K.
Cary Street Partners Asset Management first reported a position in Otis Worldwide in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's Otis Worldwide position peaked at $37.2K in Q1 2023.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.