Douglass Winthrop Advisors’s Otis Worldwide OTIS Stock Holding History

Douglass Winthrop Advisors’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 Q3	–	Sell	-3,075	Closed	-$217K	–	254
2022 Q2	$217K	Sell	3,075 -684	-18%	-$50.4K	0.01%	241
2022 Q1	$289K	Hold	3,759	–	–	0.01%	231
2021 Q4	$327K	Sell	3,759 -350	-9%	-$29.3K	0.01%	228
2021 Q3	$338K	Sell	4,109 -189	-4%	-$16.6K	0.01%	227
2021 Q2	$351K	Buy	4,298 +466	+12%	+$35.9K	0.01%	229
2021 Q1	$262K	Sell	3,832 -10	-0.3%	-$654	0.01%	243
2020 Q4	$260K	Sell	3,842 -1,003	-21%	-$65.1K	0.01%	236
2020 Q3	$302K	Buy	4,845 +716	+17%	+$43.8K	0.01%	221
2020 Q2	$235K	Buy	+4,129	New	+$214K	0.01%	222

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Douglass Winthrop Advisors's OTIS Position: Q3 2022 in Review

Douglass Winthrop Advisors sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 3,075 shares — an estimated $217K sold.

Douglass Winthrop Advisors first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $351K in Q2 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Douglass Winthrop Advisors reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
Douglass Winthrop Advisors sold 3,075 Otis Worldwide shares in Q3 2022, an estimated $217K.
Douglass Winthrop Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
Douglass Winthrop Advisors's Otis Worldwide position peaked at $351K in Q2 2021.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.