EARNEST Partners’s Otis Worldwide OTIS Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-196	Closed	-$15.7K	–	857
2023 Q3	$15.7K	Hold	196	–	–	﹤0.01%	542
2023 Q2	$17.4K	Hold	196	–	–	﹤0.01%	515
2023 Q1	$16.5K	Hold	196	–	–	﹤0.01%	511
2022 Q4	$15.3K	Hold	196	–	–	﹤0.01%	526
2022 Q3	$13K	Hold	196	–	–	﹤0.01%	534
2022 Q2	$14K	Hold	196	–	–	﹤0.01%	531
2022 Q1	$15K	Hold	196	–	–	﹤0.01%	554
2021 Q4	$17K	Buy	196 +168	+600%	+$14.1K	﹤0.01%	544
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	1040
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	1048
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	1049
2020 Q4	$2K	Hold	28	–	–	﹤0.01%	1030
2020 Q3	$2K	Sell	28 -318	-92%	-$19.4K	﹤0.01%	977
2020 Q2	$20K	Buy	+346	New	+$17.9K	﹤0.01%	404

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

EARNEST Partners's OTIS Position: Q4 2023 in Review

EARNEST Partners sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 196 shares — an estimated $15.7K sold.

EARNEST Partners first reported a position in OTIS in Q2 2020 and held it in 14 quarters. The position peaked at $20K in Q2 2020. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

EARNEST Partners reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 196 Otis Worldwide shares in Q4 2023, an estimated $15.7K.
EARNEST Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 14 quarters.
EARNEST Partners's Otis Worldwide position peaked at $20K in Q2 2020.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.