Gamble Jones Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Gamble Jones Investment Counsel’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	-2,153	Closed	-$137K	–	213
2022 Q3	$137K	Buy	+2,153	New	+$158K	0.01%	204
2022 Q1	–	Sell	-2,517	Closed	-$219K	–	214
2021 Q4	$219K	Sell	2,517 -580	-19%	-$48.5K	0.01%	203
2021 Q3	$255K	Sell	3,097 -140	-4%	-$12.3K	0.02%	194
2021 Q2	$265K	Sell	3,237 -3,250	-50%	-$250K	0.02%	197
2021 Q1	$444K	Sell	6,487 -232	-3%	-$15.2K	0.03%	164
2020 Q4	$454K	Sell	6,719 -25	-0.4%	-$1.62K	0.03%	158
2020 Q3	$421K	Sell	6,744 -373	-5%	-$22.8K	0.03%	154
2020 Q2	$405K	Buy	+7,117	New	+$369K	0.03%	158

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

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

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

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

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

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

Gamble Jones Investment Counsel's OTIS Position: Q4 2022 in Review

Gamble Jones Investment Counsel sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 2,153 shares — an estimated $137K sold.

Gamble Jones Investment Counsel first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $454K in Q4 2020. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Gamble Jones Investment Counsel reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
Gamble Jones Investment Counsel sold 2,153 Otis Worldwide shares in Q4 2022, an estimated $137K.
Gamble Jones Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
Gamble Jones Investment Counsel's Otis Worldwide position peaked at $454K in Q4 2020.
1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.