First Command Financial Services’s Otis Worldwide OTIS Stock Holding History

First Command Financial Services’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	$42.5K	Buy	478 +30	+7%	+$2.53K	﹤0.01%	247
2023 Q1	$37.8K	Sell	448 -450	-50%	-$37.2K	﹤0.01%	253
2022 Q4	$70K	Sell	898 -178	-17%	-$13.1K	0.01%	206
2022 Q3	$69K	Hold	1,076	–	–	0.01%	201
2022 Q2	$76K	Sell	1,076 -175	-14%	-$12.9K	0.01%	197
2022 Q1	$96K	Sell	1,251 -187	-13%	-$14.9K	0.01%	188
2021 Q4	$125K	Sell	1,438 -206	-13%	-$17.2K	0.02%	175
2021 Q3	$136K	Hold	1,644	–	–	0.02%	169
2021 Q2	$134K	Sell	1,644 -24	-1%	-$1.85K	0.02%	167
2021 Q1	$115K	Sell	1,668 -53	-3%	-$3.46K	0.02%	173
2020 Q4	$117K	Sell	1,721 -419	-20%	-$27.2K	0.03%	158
2020 Q3	$133K	Sell	2,140 -573	-21%	-$35K	0.04%	131
2020 Q2	$154K	Buy	+2,713	New	+$141K	0.05%	123

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Command Financial Services's OTIS Position: Q2 2023 in Review

First Command Financial Services increased its Otis Worldwide (OTIS) stake by 6.7% in Q2 2023, buying an estimated $2.53K and bringing the position to 478 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

First Command Financial Services first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $154K in Q2 2020. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

First Command Financial Services held 478 shares of Otis Worldwide worth $42.5K as of Q2 2023.
First Command Financial Services bought 30 Otis Worldwide shares in Q2 2023, an estimated $2.53K.
Otis Worldwide made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #247 holding.
First Command Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
First Command Financial Services's Otis Worldwide position peaked at $154K in Q2 2020.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.