FourThought Financial’s Otis Worldwide OTIS Stock Holding History

FourThought Financial’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	$67K	Sell	1,048 -34	-3%	-$2.49K	0.01%	524
2022 Q2	$76K	Sell	1,082 -2	-0.2%	-$147	0.01%	502
2022 Q1	$83K	Sell	1,084 -2	-0.2%	-$160	0.01%	520
2021 Q4	$95K	Buy	1,086 +1	+0.1%	+$84	0.01%	498
2021 Q3	$89K	Sell	1,085 -129	-11%	-$11.3K	0.01%	515
2021 Q2	$99K	Sell	1,214 -20	-2%	-$1.54K	0.01%	499
2021 Q1	$84K	Sell	1,234 -48	-4%	-$3.14K	0.01%	536
2020 Q4	$86K	Buy	+1,282	New	+$83.2K	0.01%	518

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FourThought Financial's OTIS Position: Q3 2022 in Review

FourThought Financial reduced its Otis Worldwide (OTIS) stake by 3.1% in Q3 2022, selling an estimated $2.49K and leaving 1,048 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #524.

FourThought Financial first reported a position in OTIS in Q4 2020 and has held it in 8 quarters since. The position peaked at $99K in Q2 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

FourThought Financial held 1,048 shares of Otis Worldwide worth $67K as of Q3 2022.
FourThought Financial sold 34 Otis Worldwide shares in Q3 2022, an estimated $2.49K.
Otis Worldwide made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #524 holding.
FourThought Financial first reported a position in Otis Worldwide in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Otis Worldwide position peaked at $99K in Q2 2021.
1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.