HI
OTIS icon

Hudock Inc’s Otis Worldwide OTIS Stock Holding History

Hudock Inc’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
Q4 		– Sell
-963
Closed -$61K – 537
2022
Q3 		$61K Buy
963
+3
+0.3% +$219 0.02% 273
2022
Q2 		$67K Buy
960
+3
+0.3% +$221 0.02% 263
2022
Q1 		$73K Sell
957
-4
-0.4% -$320 0.02% 276
2021
Q4 		$83K Buy
961
+2
+0.2% +$167 0.02% 260
2021
Q3 		$78K Buy
959
+2
+0.2% +$176 0.02% 264
2021
Q2 		$78K Buy
957
+2
+0.2% +$154 0.02% 271
2021
Q1 		$65K Buy
955
+2
+0.2% +$131 0.02% 281
2020
Q4 		$64K Sell
953
-4
-0.4% -$259 0.02% 278
2020
Q3 		$59K Buy
957
+2
+0.2% +$122 0.02% 254
2020
Q2 		$54K Buy
+955
New +$49.5K 0.02% 262

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hudock Inc's OTIS Position: Q4 2022 in Review

Hudock Inc sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 963 shares — an estimated $61K sold.

Hudock Inc first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $83K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Hudock Inc reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 963 Otis Worldwide shares in Q4 2022, an estimated $61K.
  • Hudock Inc first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
  • Hudock Inc's Otis Worldwide position peaked at $83K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.