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Eudaimonia Partners’s Otis Worldwide OTIS Stock Holding History

Eudaimonia 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
Q3 		– Sell
-3,285
Closed -$232K – 396
2022
Q2 		$232K Buy
3,285
+44
+1% +$3.24K 0.04% 341
2022
Q1 		$249K Buy
+3,241
New +$259K 0.04% 344
2021
Q3 		$268K Buy
3,253
+714
+28% +$62.8K 0.05% 321
2021
Q2 		$208K Sell
2,539
-77
-3% -$5.93K 0.04% 366
2021
Q1 		$179K Sell
2,616
-5,940
-69% -$388K 0.04% 362
2020
Q4 		$578K Buy
8,556
+468
+6% +$30.4K 0.13% 173
2020
Q3 		$505K Buy
8,088
+4,962
+159% +$303K 0.13% 168
2020
Q2 		$178K Buy
+3,126
New +$162K 0.07% 251

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Eudaimonia Partners's OTIS Position: Q3 2022 in Review

Eudaimonia Partners sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 3,285 shares — an estimated $232K sold.

Eudaimonia Partners first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $578K in Q4 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Eudaimonia Partners reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Eudaimonia Partners sold 3,285 Otis Worldwide shares in Q3 2022, an estimated $232K.
  • Eudaimonia Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • Eudaimonia Partners's Otis Worldwide position peaked at $578K in Q4 2020.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Eudaimonia Partners's 13F filing for Q3 2022, filed 4 Nov 2022.