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FDx Advisors’s Otis Worldwide OTIS Stock Holding History

FDx Advisors’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
-4,274
Closed -$273K – 783
2022
Q3 		$273K Sell
4,274
-3,477
-45% -$254K 0.01% 583
2022
Q2 		$548K Buy
7,751
+456
+6% +$33.6K 0.02% 451
2022
Q1 		$561K Buy
7,295
+78
+1% +$6.23K 0.02% 476
2021
Q4 		$628K Buy
7,217
+25
+0.3% +$2.09K 0.02% 469
2021
Q3 		$592K Sell
7,192
-1,155
-14% -$102K 0.02% 464
2021
Q2 		$682K Buy
8,347
+3,767
+82% +$290K 0.02% 426
2021
Q1 		$313K Sell
4,580
-827
-15% -$54.1K 0.01% 612
2020
Q4 		$365K Buy
5,407
+143
+3% +$9.28K 0.02% 518
2020
Q3 		$329K Sell
5,264
-224
-4% -$13.7K 0.02% 465
2020
Q2 		$312K Buy
+5,488
New +$284K 0.02% 439

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

FDx Advisors's OTIS Position: Q4 2022 in Review

FDx Advisors sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 4,274 shares — an estimated $273K sold.

FDx Advisors first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $682K in Q2 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • FDx Advisors reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • FDx Advisors sold 4,274 Otis Worldwide shares in Q4 2022, an estimated $273K.
  • FDx Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
  • FDx Advisors's Otis Worldwide position peaked at $682K in Q2 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on FDx Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.