COWA LLC’s Otis Worldwide OTIS Stock Holding History

COWA LLC’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	–	Sell	-230	Closed	-$15K	–	262
2022 Q3	$15K	Buy	+230	New	+$16.8K	0.01%	263
2021 Q2	–	Sell	-230	Closed	-$16K	–	264
2021 Q1	$16K	Hold	230	–	–	0.01%	289
2020 Q4	$15K	Buy	+230	New	+$14.9K	0.01%	300

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 $298B AUM 21.96% 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

COWA LLC's OTIS Position: Q4 2022 in Review

COWA LLC sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 230 shares — an estimated $15K sold.

COWA LLC first reported a position in OTIS in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q1 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

COWA LLC reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 230 Otis Worldwide shares in Q4 2022, an estimated $15K.
COWA LLC first reported a position in Otis Worldwide in Q4 2020 and held it in 3 quarters.
COWA LLC's Otis Worldwide position peaked at $16K in Q1 2021.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.