Disciplined Investments’s Otis Worldwide OTIS Stock Holding History

Disciplined 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 Q3	–	Sell	-104	Closed	-$9.26K	–	1120
2023 Q2	$9.26K	Sell	104 -403	-79%	-$34K	﹤0.01%	332
2023 Q1	$42.8K	Buy	507 +404	+392%	+$33.4K	0.02%	240
2022 Q4	$8.07K	Buy	103 +4	+4%	+$295	﹤0.01%	339
2022 Q3	$6K	Sell	99 -8	-7%	-$585	﹤0.01%	412
2022 Q2	$8K	Buy	107 +5	+5%	+$368	﹤0.01%	392
2022 Q1	$8K	Buy	102 +24	+31%	+$1.92K	﹤0.01%	398
2021 Q4	$7K	Sell	78 -100	-56%	-$8.37K	﹤0.01%	375
2021 Q3	$15K	Hold	178	–	–	0.01%	287
2021 Q2	$15K	Hold	178	–	–	0.01%	283
2021 Q1	$12K	Buy	178 +100	+128%	+$6.54K	0.01%	252
2020 Q4	$5K	Hold	78	–	–	﹤0.01%	258
2020 Q3	$5K	Sell	78 -112	-59%	-$6.85K	﹤0.01%	301
2020 Q2	$11K	Buy	+190	New	+$9.84K	0.01%	263

Other funds holding OTIS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return