Heritage Way Advisors’s Otis Worldwide OTIS Stock Holding History

Heritage Way 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
2021 Q4	$348K	Hold	4,000	–	–	0.13%	63
2021 Q3	$329K	Hold	4,000	–	–	0.14%	64
2021 Q2	$327K	Hold	4,000	–	–	0.13%	63
2021 Q1	$274K	Hold	4,000	–	–	0.12%	64
2020 Q4	$270K	Hold	4,000	–	–	0.12%	61
2020 Q3	$250K	Hold	4,000	–	–	0.13%	58
2020 Q2	$227K	Buy	+4,000	New	+$207K	0.13%	59

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Way Advisors's OTIS Position: Q4 2021 in Review

Heritage Way Advisors held its Otis Worldwide (OTIS) position steady in Q4 2021 at 4,000 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #63.

Heritage Way Advisors first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. 1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

Heritage Way Advisors held 4,000 shares of Otis Worldwide worth $348K as of Q4 2021.
Heritage Way Advisors left its Otis Worldwide share count unchanged in Q4 2021.
Otis Worldwide made up 0.13% of Heritage Way Advisors's portfolio in Q4 2021, its #63 holding.
Heritage Way Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.