Dixon Hubard Feinour & Brown’s Otis Worldwide OTIS Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$338K	Buy	4,779 +412	+9%	+$30.3K	0.04%	230
2022 Q1	$336K	Buy	4,367 +1,289	+42%	+$103K	0.03%	248
2021 Q4	$268K	Buy	3,078 +117	+4%	+$9.79K	0.03%	270
2021 Q3	$244K	Sell	2,961 -1,216	-29%	-$107K	0.05%	162
2021 Q2	$342K	Sell	4,177 -6,889	-62%	-$530K	0.07%	142
2021 Q1	$724K	Buy	11,066 +5,473	+98%	+$358K	0.09%	134
2020 Q4	$349K	Hold	5,593	–	–	0.09%	122
2020 Q3	$349K	Sell	5,593 -294	-5%	-$18K	0.09%	122
2020 Q2	$355K	Buy	+5,887	New	+$305K	0.09%	124

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dixon Hubard Feinour & Brown's OTIS Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its Otis Worldwide (OTIS) stake by 9.4% in Q2 2022, buying an estimated $30.3K and bringing the position to 4,779 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #230.

Dixon Hubard Feinour & Brown first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $724K in Q1 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Dixon Hubard Feinour & Brown held 4,779 shares of Otis Worldwide worth $338K as of Q2 2022.
Dixon Hubard Feinour & Brown bought 412 Otis Worldwide shares in Q2 2022, an estimated $30.3K.
Otis Worldwide made up 0.04% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #230 holding.
Dixon Hubard Feinour & Brown first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Dixon Hubard Feinour & Brown's Otis Worldwide position peaked at $724K in Q1 2021.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.