Endurance Wealth Management’s Otis Worldwide OTIS Stock Holding History

Endurance Wealth Management’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	$13K	Sell	150 -55	-27%	-$4.63K	﹤0.01%	475
2023 Q1	$17K	Hold	205	–	–	﹤0.01%	457
2022 Q4	$16K	Hold	205	–	–	﹤0.01%	436
2022 Q3	$13K	Hold	205	–	–	﹤0.01%	456
2022 Q2	$15K	Hold	205	–	–	﹤0.01%	446
2022 Q1	$16K	Hold	205	–	–	﹤0.01%	476
2021 Q4	$18K	Hold	205	–	–	﹤0.01%	460
2021 Q3	$17K	Hold	205	–	–	﹤0.01%	478
2021 Q2	$16K	Sell	205 -29	-12%	-$2.23K	﹤0.01%	483
2021 Q1	$16K	Sell	234 -12	-5%	-$784	﹤0.01%	479
2020 Q4	$17K	Hold	246	–	–	﹤0.01%	439
2020 Q3	$16K	Sell	246 -83	-25%	-$5.08K	﹤0.01%	425
2020 Q2	$18K	Buy	+329	New	+$17K	﹤0.01%	402

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Endurance Wealth Management's OTIS Position: Q2 2023 in Review

Endurance Wealth Management reduced its Otis Worldwide (OTIS) stake by 27% in Q2 2023, selling an estimated $4.63K and leaving 150 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Endurance Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $18K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Endurance Wealth Management held 150 shares of Otis Worldwide worth $13K as of Q2 2023.
Endurance Wealth Management sold 55 Otis Worldwide shares in Q2 2023, an estimated $4.63K.
Otis Worldwide made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #475 holding.
Endurance Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
Endurance Wealth Management's Otis Worldwide position peaked at $18K in Q4 2021.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.