Heritage Trust’s Otis Worldwide OTIS Stock Holding History

Heritage Trust’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 Q1	–	Sell	-2,350	Closed	-$205K	–	250
2021 Q4	$205K	Buy	+2,350	New	+$197K	0.03%	241

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

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

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

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

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Heritage Trust's OTIS Position: Q1 2022 in Review

Heritage Trust sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,350 shares — an estimated $205K sold.

Heritage Trust first reported a position in OTIS in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Heritage Trust reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
Heritage Trust sold 2,350 Otis Worldwide shares in Q1 2022, an estimated $205K.
Heritage Trust first reported a position in Otis Worldwide in Q4 2021 and held it in 1 quarter.
Heritage Trust's Otis Worldwide position peaked at $205K in Q4 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Heritage Trust's 13F filing for Q1 2022, filed 11 May 2022.