GW
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GW & Wade’s Otis Worldwide OTIS Stock Holding History

GW & Wade’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
Q4 		$256K Sell
2,856
-500
-15% -$41.6K 0.01% 359
2023
Q3 		$270K Buy
3,356
+450
+15% +$38.5K 0.01% 338
2023
Q2 		$259K Sell
2,906
-1
-0% -$84 0.01% 341
2023
Q1 		$245K Sell
2,907
-57
-2% -$4.72K 0.01% 337
2022
Q4 		$232K Sell
2,964
-408
-12% -$30.1K 0.01% 343
2022
Q3 		$215K Buy
3,372
+40
+1% +$2.93K 0.01% 349
2022
Q2 		$235K Buy
3,332
+14
+0.4% +$1.03K 0.01% 342
2022
Q1 		$255K Sell
3,318
-397
-11% -$31.7K 0.01% 339
2021
Q4 		$323K Sell
3,715
-141
-4% -$11.8K 0.01% 308
2021
Q3 		$317K Buy
3,856
+307
+9% +$27K 0.02% 298
2021
Q2 		$290K Sell
3,549
-623
-15% -$47.9K 0.01% 314
2021
Q1 		$286K Buy
4,172
+614
+17% +$40.1K 0.02% 287
2020
Q4 		$240K Buy
+3,558
New +$231K 0.01% 276
2020
Q3 		– Sell
-5,557
Closed -$316K – 248
2020
Q2 		$316K Buy
+5,557
New +$288K 0.03% 183

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

GW & Wade's OTIS Position: Q4 2023 in Review

GW & Wade reduced its Otis Worldwide (OTIS) stake by 15% in Q4 2023, selling an estimated $41.6K and leaving 2,856 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #359.

GW & Wade first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $323K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • GW & Wade held 2,856 shares of Otis Worldwide worth $256K as of Q4 2023.
  • GW & Wade sold 500 Otis Worldwide shares in Q4 2023, an estimated $41.6K.
  • Otis Worldwide made up 0.01% of GW & Wade's portfolio in Q4 2023, its #359 holding.
  • GW & Wade first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • GW & Wade's Otis Worldwide position peaked at $323K in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.