HighTower Trust’s Otis Worldwide OTIS Stock Holding History

HighTower 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
2023 Q1	$2.22M	Hold	26,993	–	–	0.22%	66
2022 Q4	$2.09M	Buy	26,993 +169	+0.6%	+$12.5K	0.2%	70
2022 Q3	$1.71M	Buy	26,824 +1,275	+5%	+$93.3K	0.19%	75
2022 Q2	$1.76K	Buy	25,549 +207	+0.8%	+$15.2K	0.18%	73
2022 Q1	$1.95M	Buy	25,342 +158	+0.6%	+$12.6K	0.19%	77
2021 Q4	$2.19M	Buy	25,184 +64	+0.3%	+$5.36K	0.21%	67
2021 Q3	$2.07M	Buy	25,120 +75	+0.3%	+$6.59K	0.25%	64
2021 Q2	$2.05M	Sell	25,045 -142	-0.6%	-$10.9K	0.25%	65
2021 Q1	$1.72M	Buy	25,187 +314	+1%	+$20.5K	0.23%	65
2020 Q4	$1.68M	Buy	24,873 +79	+0.3%	+$5.13K	0.24%	62
2020 Q3	$1.55M	Buy	24,794 +165	+0.7%	+$10.1K	0.24%	62
2020 Q2	$1.4M	Buy	+24,629	New	+$1.28M	0.21%	63

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Trust's OTIS Position: Q1 2023 in Review

HighTower Trust held its Otis Worldwide (OTIS) position steady in Q1 2023 at 26,993 shares worth $2.22M. The position accounts for 0.22% of the portfolio, ranked #66.

HighTower Trust first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. 1,100 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

HighTower Trust held 26,993 shares of Otis Worldwide worth $2.22M as of Q1 2023.
HighTower Trust left its Otis Worldwide share count unchanged in Q1 2023.
Otis Worldwide made up 0.22% of HighTower Trust's portfolio in Q1 2023, its #66 holding.
HighTower Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
1,100 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.