Halpern Financial’s Otis Worldwide OTIS Stock Holding History

Halpern Financial’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 Q3	–	Sell	-73	Closed	-$6.45K	–	244
2023 Q2	$6.45K	Buy	+73	New	+$6.15K	﹤0.01%	199

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Halpern Financial's OTIS Position: Q3 2023 in Review

Halpern Financial sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 73 shares — an estimated $6.45K sold.

Halpern Financial first reported a position in OTIS in Q2 2023 and held it in 1 quarter. The position peaked at $6.45K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

Halpern Financial reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 73 Otis Worldwide shares in Q3 2023, an estimated $6.45K.
Halpern Financial first reported a position in Otis Worldwide in Q2 2023 and held it in 1 quarter.
Halpern Financial's Otis Worldwide position peaked at $6.45K in Q2 2023.
1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.