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Graves Light Lenhart Wealth’s Otis Worldwide OTIS Stock Holding History

Graves Light Lenhart Wealth’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 		– Sell
-619
Closed -$44K – 450
2022
Q2 		$44K Hold
619
– – 0.01% 320
2022
Q1 		$48K Sell
619
-289
-32% -$23.1K 0.01% 358
2021
Q4 		$79K Buy
908
+1
+0.1% +$84 0.01% 338
2021
Q3 		$75K Hold
907
– – 0.01% 319
2021
Q2 		$74K Hold
907
– – 0.01% 329
2021
Q1 		$62K Buy
907
+1
+0.1% +$65 0.01% 352
2020
Q4 		$61K Buy
+906
New +$58.8K 0.01% 345

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Graves Light Lenhart Wealth's OTIS Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 619 shares — an estimated $44K sold.

Graves Light Lenhart Wealth first reported a position in OTIS in Q4 2020 and held it in 7 quarters. The position peaked at $79K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 619 Otis Worldwide shares in Q3 2022, an estimated $44K.
  • Graves Light Lenhart Wealth first reported a position in Otis Worldwide in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Otis Worldwide position peaked at $79K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.