Gemmer Asset Management’s Otis Worldwide OTIS Stock Holding History

Gemmer Asset Management’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 Q2	–	Sell	-311	Closed	-$23K	–	823
2022 Q1	$23K	Sell	311 -7	-2%	-$559	﹤0.01%	456
2021 Q4	$28K	Hold	318	–	–	﹤0.01%	417
2021 Q3	$26K	Hold	318	–	–	﹤0.01%	407
2021 Q2	$26K	Buy	318 +7	+2%	+$539	﹤0.01%	461
2021 Q1	$21K	Hold	311	–	–	﹤0.01%	500
2020 Q4	$21K	Hold	311	–	–	﹤0.01%	437
2020 Q3	$19K	Hold	311	–	–	﹤0.01%	413
2020 Q2	$18K	Buy	+311	New	+$16.1K	﹤0.01%	415

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gemmer Asset Management's OTIS Position: Q2 2022 in Review

Gemmer Asset Management sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 311 shares — an estimated $23K sold.

Gemmer Asset Management first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Gemmer Asset Management reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 311 Otis Worldwide shares in Q2 2022, an estimated $23K.
Gemmer Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
Gemmer Asset Management's Otis Worldwide position peaked at $28K in Q4 2021.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.