Gofen & Glossberg’s Otis Worldwide OTIS Stock Holding History

Gofen & Glossberg’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	$6.4M	Sell	81,672 -411	-0.5%	-$30.3K	0.16%	122
2022 Q3	$5.24M	Buy	82,083 +4,045	+5%	+$296K	0.15%	127
2022 Q2	$5.51M	Buy	78,038 +4,913	+7%	+$362K	0.15%	129
2022 Q1	$5.63M	Buy	73,125 +4,951	+7%	+$396K	0.13%	131
2021 Q4	$5.94M	Sell	68,174 -1,274	-2%	-$107K	0.13%	133
2021 Q3	$5.71M	Sell	69,448 -829	-1%	-$72.9K	0.13%	134
2021 Q2	$5.75M	Buy	70,277 +500	+0.7%	+$38.5K	0.14%	134
2021 Q1	$4.78M	Buy	69,777 +7,126	+11%	+$466K	0.12%	137
2020 Q4	$4.23M	Buy	62,651 +8,809	+16%	+$571K	0.12%	131
2020 Q3	$3.36M	Buy	53,842 +7,368	+16%	+$451K	0.1%	139
2020 Q2	$2.64M	Buy	+46,474	New	+$2.41M	0.09%	141

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

Gofen & Glossberg's OTIS Position: Q4 2022 in Review

Gofen & Glossberg reduced its Otis Worldwide (OTIS) stake by 0.5% in Q4 2022, selling an estimated $30.3K and leaving 81,672 shares worth $6.4M. The position accounts for 0.16% of the portfolio, ranked #122.

Gofen & Glossberg first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Gofen & Glossberg held 81,672 shares of Otis Worldwide worth $6.4M as of Q4 2022.
Gofen & Glossberg sold 411 Otis Worldwide shares in Q4 2022, an estimated $30.3K.
Otis Worldwide made up 0.16% of Gofen & Glossberg's portfolio in Q4 2022, its #122 holding.
Gofen & Glossberg first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.