Column Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Column Capital Advisors’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 Q3	$16.6K	Hold	207	–	–	﹤0.01%	457
2023 Q2	$18.4K	Hold	207	–	–	﹤0.01%	450
2023 Q1	$17.5K	Sell	207 -9	-4%	-$745	﹤0.01%	469
2022 Q4	$16.9K	Hold	216	–	–	﹤0.01%	445
2022 Q3	$14K	Hold	216	–	–	﹤0.01%	424
2022 Q2	$15K	Hold	216	–	–	﹤0.01%	421
2022 Q1	$17K	Buy	216 +139	+181%	+$11.1K	﹤0.01%	428
2021 Q4	$7K	Buy	77 +57	+285%	+$4.77K	﹤0.01%	550
2021 Q3	$2K	Sell	20 -2	-9%	-$176	﹤0.01%	638
2021 Q2	$2K	Sell	22 -4	-15%	-$308	﹤0.01%	639
2021 Q1	$2K	Buy	26 +9	+53%	+$588	﹤0.01%	626
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	665
2020 Q3	$1K	Sell	17 -3	-15%	-$183	﹤0.01%	653
2020 Q2	$1K	Buy	+20	New	+$1.04K	﹤0.01%	773

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Column Capital Advisors's OTIS Position: Q3 2023 in Review

Column Capital Advisors held its Otis Worldwide (OTIS) position steady in Q3 2023 at 207 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Column Capital Advisors first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $18.4K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

Column Capital Advisors held 207 shares of Otis Worldwide worth $16.6K as of Q3 2023.
Column Capital Advisors left its Otis Worldwide share count unchanged in Q3 2023.
Otis Worldwide made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #457 holding.
Column Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's Otis Worldwide position peaked at $18.4K in Q2 2023.
1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.