Dowling & Yahnke’s Otis Worldwide OTIS Stock Holding History

Dowling & Yahnke’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	$853K	Sell	13,363 -284	-2%	-$20.8K	0.04%	235
2022 Q2	$964K	Sell	13,647 -573	-4%	-$42.2K	0.05%	226
2022 Q1	$1.09M	Sell	14,220 -957	-6%	-$76.5K	0.05%	222
2021 Q4	$1.32M	Sell	15,177 -633	-4%	-$53K	0.06%	206
2021 Q3	$1.3M	Sell	15,810 -472	-3%	-$41.5K	0.07%	196
2021 Q2	$1.33M	Sell	16,282 -669	-4%	-$51.5K	0.08%	191
2021 Q1	$1.16M	Sell	16,951 -150	-0.9%	-$9.8K	0.08%	197
2020 Q4	$1.16M	Buy	17,101 +276	+2%	+$17.9K	0.08%	187
2020 Q3	$1.05M	Sell	16,825 -1,047	-6%	-$64K	0.08%	178
2020 Q2	$1.02M	Buy	+17,872	New	+$926K	0.09%	185

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dowling & Yahnke's OTIS Position: Q3 2022 in Review

Dowling & Yahnke reduced its Otis Worldwide (OTIS) stake by 2.1% in Q3 2022, selling an estimated $20.8K and leaving 13,363 shares worth $853K. The position accounts for 0.04% of the portfolio, ranked #235.

Dowling & Yahnke first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.33M in Q2 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Dowling & Yahnke held 13,363 shares of Otis Worldwide worth $853K as of Q3 2022.
Dowling & Yahnke sold 284 Otis Worldwide shares in Q3 2022, an estimated $20.8K.
Otis Worldwide made up 0.04% of Dowling & Yahnke's portfolio in Q3 2022, its #235 holding.
Dowling & Yahnke first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
Dowling & Yahnke's Otis Worldwide position peaked at $1.33M in Q2 2021.
1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.