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EA Series Trust’s Otis Worldwide OTIS Stock Holding History

EA Series Trust’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
Q2 		$263K Buy
+2,950
New +$249K 0.01% 1004

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EA Series Trust's OTIS Position: Q2 2023 in Review

EA Series Trust opened a new position in Otis Worldwide (OTIS) in Q2 2023: 2,950 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #1004 among its holdings.

1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • EA Series Trust held 2,950 shares of Otis Worldwide worth $263K as of Q2 2023.
  • Otis Worldwide was a new EA Series Trust position in Q2 2023.
  • Otis Worldwide made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #1004 holding.
  • 1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.