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Foster Dykema Cabot & Co’s Otis Worldwide OTIS Stock Holding History

Foster Dykema Cabot & Co’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
Q3 		$117K Hold
1,462
– – 0.01% 127
2023
Q2 		$130K Buy
1,462
+144
+11% +$12.1K 0.02% 123
2023
Q1 		$111K Buy
+1,318
New +$109K 0.01% 116

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Foster Dykema Cabot & Co's OTIS Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Otis Worldwide (OTIS) position steady in Q3 2023 at 1,462 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #127.

Foster Dykema Cabot & Co first reported a position in OTIS in Q1 2023 and has held it in 3 quarters since. The position peaked at $130K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Foster Dykema Cabot & Co held 1,462 shares of Otis Worldwide worth $117K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Otis Worldwide share count unchanged in Q3 2023.
  • Otis Worldwide made up 0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #127 holding.
  • Foster Dykema Cabot & Co first reported a position in Otis Worldwide in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's Otis Worldwide position peaked at $130K in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.