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D'Orazio & Associates’s Otis Worldwide OTIS Stock Holding History

D'Orazio & Associates’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
-2,696
Closed -$240K – 166
2023
Q2 		$240K Buy
+2,696
New +$227K 0.06% 114
2022
Q1 		– Sell
-2,522
Closed -$220K – 115
2021
Q4 		$220K Buy
2,522
+2
+0.1% +$167 0.05% 94
2021
Q3 		$207K Buy
2,520
+77
+3% +$6.77K 0.05% 87
2021
Q2 		$200K Hold
2,443
– – 0.05% 83
2021
Q1 		$167K Sell
2,443
-44
-2% -$2.88K 0.05% 86
2020
Q4 		$168K Buy
2,487
+44
+2% +$2.85K 0.05% 83
2020
Q3 		$152K Hold
2,443
– – 0.06% 81
2020
Q2 		$139K Buy
+2,443
New +$127K 0.06% 82

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D'Orazio & Associates's OTIS Position: Q3 2023 in Review

D'Orazio & Associates sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 2,696 shares — an estimated $240K sold.

D'Orazio & Associates first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $240K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • D'Orazio & Associates reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • D'Orazio & Associates sold 2,696 Otis Worldwide shares in Q3 2023, an estimated $240K.
  • D'Orazio & Associates first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • D'Orazio & Associates's Otis Worldwide position peaked at $240K in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on D'Orazio & Associates's 13F filing for Q3 2023, filed 11 Oct 2023.