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Ellis Investment Partners’s Otis Worldwide OTIS Stock Holding History

Ellis Investment 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
2022
Q4 		– Sell
-61
Closed -$3K – 570
2022
Q3 		$3K Buy
61
+1
+2% +$73 ﹤0.01% 707
2022
Q2 		$4K Hold
60
– – ﹤0.01% 693
2022
Q1 		$4K Hold
60
– – ﹤0.01% 713
2021
Q4 		$5K Hold
60
– – ﹤0.01% 698
2021
Q3 		$4K Hold
60
– – ﹤0.01% 697
2021
Q2 		$4K Buy
+60
New +$4.62K ﹤0.01% 703
2021
Q1 		– Sell
-2,677
Closed -$181K – 780
2020
Q4 		$181K Sell
2,677
-902
-25% -$58.5K 0.06% 198
2020
Q3 		$223K Hold
3,579
– – 0.08% 157
2020
Q2 		$199K Buy
+3,579
New +$185K 0.07% 161

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ellis Investment Partners's OTIS Position: Q4 2022 in Review

Ellis Investment Partners sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 61 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $223K in Q3 2020. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Ellis Investment Partners reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 61 Otis Worldwide shares in Q4 2022, an estimated $3K.
  • Ellis Investment Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
  • Ellis Investment Partners's Otis Worldwide position peaked at $223K in Q3 2020.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.