First National Bank of South Miami’s Otis Worldwide OTIS Stock Holding History

First National Bank of South Miami’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	$26.7K	Hold	300	–	–	0.02%	199
2023 Q1	$25.3K	Hold	300	–	–	0.02%	217
2022 Q4	$23K	Hold	300	–	–	0.02%	223
2022 Q3	$19K	Sell	300 -30	-9%	-$2.19K	0.01%	229
2022 Q2	$23K	Hold	330	–	–	0.02%	234
2022 Q1	$25K	Hold	330	–	–	0.02%	248
2021 Q4	$29K	Hold	330	–	–	0.02%	254
2021 Q3	$27K	Hold	330	–	–	0.02%	245
2021 Q2	$27K	Sell	330 -88	-21%	-$6.77K	0.02%	235
2021 Q1	$29K	Sell	418 -70	-14%	-$4.58K	0.02%	220
2020 Q4	$33K	Sell	488 -88	-15%	-$5.71K	0.03%	201
2020 Q3	$36K	Sell	576 -30	-5%	-$1.83K	0.03%	182
2020 Q2	$34K	Buy	+606	New	+$31.4K	0.04%	178

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 $1.66T 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 $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 $1.02T AUM 30.18% 1-Year Est. Return

First National Bank of South Miami's OTIS Position: Q2 2023 in Review

First National Bank of South Miami held its Otis Worldwide (OTIS) position steady in Q2 2023 at 300 shares worth $26.7K. The position accounts for 0.02% of the portfolio, ranked #199.

First National Bank of South Miami first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $36K in Q3 2020. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

First National Bank of South Miami held 300 shares of Otis Worldwide worth $26.7K as of Q2 2023.
First National Bank of South Miami left its Otis Worldwide share count unchanged in Q2 2023.
Otis Worldwide made up 0.02% of First National Bank of South Miami's portfolio in Q2 2023, its #199 holding.
First National Bank of South Miami first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
First National Bank of South Miami's Otis Worldwide position peaked at $36K in Q3 2020.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.