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Gladstone Institutional Advisory’s Otis Worldwide OTIS Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-3,632
Closed -$307K – 683
2023
Q1 		$307K Buy
+3,632
New +$301K 0.02% 513

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gladstone Institutional Advisory's OTIS Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 3,632 shares — an estimated $307K sold.

Gladstone Institutional Advisory first reported a position in OTIS in Q1 2023 and held it in 1 quarter. The position peaked at $307K in Q1 2023. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,632 Otis Worldwide shares in Q2 2023, an estimated $307K.
  • Gladstone Institutional Advisory first reported a position in Otis Worldwide in Q1 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Otis Worldwide position peaked at $307K in Q1 2023.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.