Clear Perspectives Financial Planning’s Otis Worldwide OTIS Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$104K	Hold	1,231	–	–	0.06%	53
2022 Q4	$96.4K	Hold	1,231	–	–	0.05%	58
2022 Q3	$79K	Hold	1,231	–	–	0.04%	68
2022 Q2	$87K	Hold	1,231	–	–	0.03%	71
2022 Q1	$95K	Hold	1,231	–	–	0.04%	69
2021 Q4	$107K	Hold	1,231	–	–	0.04%	78
2021 Q3	$101K	Hold	1,231	–	–	0.05%	77
2021 Q2	$101K	Hold	1,231	–	–	0.05%	73
2021 Q1	$84K	Hold	1,231	–	–	0.05%	70
2020 Q4	$83K	Buy	+1,231	New	+$79.9K	0.05%	71

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

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

Clear Perspectives Financial Planning's OTIS Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Otis Worldwide (OTIS) position steady in Q1 2023 at 1,231 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #53.

Clear Perspectives Financial Planning first reported a position in OTIS in Q4 2020 and has held it in 10 quarters since. The position peaked at $107K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

Clear Perspectives Financial Planning held 1,231 shares of Otis Worldwide worth $104K as of Q1 2023.
Clear Perspectives Financial Planning left its Otis Worldwide share count unchanged in Q1 2023.
Otis Worldwide made up 0.06% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #53 holding.
Clear Perspectives Financial Planning first reported a position in Otis Worldwide in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Otis Worldwide position peaked at $107K in Q4 2021.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.