HC Financial Advisors’s Otis Worldwide OTIS Stock Holding History

HC Financial Advisors’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 Q2	$27K	Hold	385	–	–	0.02%	165
2022 Q1	$30K	Hold	385	–	–	0.02%	168
2021 Q4	$34K	Hold	385	–	–	0.02%	167
2021 Q3	$32K	Hold	385	–	–	0.02%	159
2021 Q2	$31K	Sell	385 -219	-36%	-$16.9K	0.02%	164
2021 Q1	$41K	Hold	604	–	–	0.03%	142
2020 Q4	$41K	Buy	604 +219	+57%	+$14.2K	0.03%	152
2020 Q3	$24K	Buy	+385	New	+$23.5K	0.02%	168

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HC Financial Advisors's OTIS Position: Q2 2022 in Review

HC Financial Advisors held its Otis Worldwide (OTIS) position steady in Q2 2022 at 385 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #165.

HC Financial Advisors first reported a position in OTIS in Q3 2020 and has held it in 8 quarters since. The position peaked at $41K in Q1 2021. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

HC Financial Advisors held 385 shares of Otis Worldwide worth $27K as of Q2 2022.
HC Financial Advisors left its Otis Worldwide share count unchanged in Q2 2022.
Otis Worldwide made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #165 holding.
HC Financial Advisors first reported a position in Otis Worldwide in Q3 2020 and has held it in 8 quarters since.
HC Financial Advisors's Otis Worldwide position peaked at $41K in Q1 2021.
1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.