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DFPG Investments’s Otis Worldwide OTIS Stock Holding History

DFPG Investments’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
Q4 		$785K Buy
8,954
+213
+2% +$17.7K 0.06% 287
2023
Q3 		$705K Buy
8,741
+3,725
+74% +$319K 0.07% 275
2023
Q2 		$442K Buy
5,016
+317
+7% +$26.7K 0.04% 406
2023
Q1 		$397K Buy
+4,699
New +$389K 0.04% 385

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DFPG Investments's OTIS Position: Q4 2023 in Review

DFPG Investments increased its Otis Worldwide (OTIS) stake by 2.4% in Q4 2023, buying an estimated $17.7K and bringing the position to 8,954 shares worth $785K. The position accounts for 0.06% of the portfolio, ranked #287.

DFPG Investments first reported a position in OTIS in Q1 2023 and has held it in 4 quarters since. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • DFPG Investments held 8,954 shares of Otis Worldwide worth $785K as of Q4 2023.
  • DFPG Investments bought 213 Otis Worldwide shares in Q4 2023, an estimated $17.7K.
  • Otis Worldwide made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #287 holding.
  • DFPG Investments first reported a position in Otis Worldwide in Q1 2023 and has held it in 4 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.