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Investment Management of Virginia’s Otis Worldwide OTIS Stock Holding History

Investment Management of Virginia’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 		$1.15M Buy
13,662
+40
+0.3% +$3.31K 0.22% 119
2022
Q4 		$1.07M Buy
13,622
+3
+0% +$221 0.21% 117
2022
Q3 		$869K Buy
13,619
+120
+0.9% +$8.78K 0.19% 122
2022
Q2 		$954K Sell
13,499
-32
-0.2% -$2.36K 0.2% 116
2022
Q1 		$1.04M Buy
13,531
+1,286
+11% +$103K 0.18% 129
2021
Q4 		$1.07M Buy
12,245
+168
+1% +$14.1K 0.17% 128
2021
Q3 		$994K Buy
12,077
+1,211
+11% +$106K 0.19% 117
2021
Q2 		$889K Buy
10,866
+72
+0.7% +$5.54K 0.17% 122
2021
Q1 		$739K Buy
10,794
+50
+0.5% +$3.27K 0.15% 121
2020
Q4 		$726K Buy
10,744
+44
+0.4% +$2.85K 0.16% 117
2020
Q3 		$668K Sell
10,700
-1,027
-9% -$62.8K 0.17% 110
2020
Q2 		$667K Buy
+11,727
New +$608K 0.17% 107

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investment Management of Virginia's OTIS Position: Q1 2023 in Review

Investment Management of Virginia increased its Otis Worldwide (OTIS) stake by 0.29% in Q1 2023, buying an estimated $3.31K and bringing the position to 13,662 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #119.

Investment Management of Virginia 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.

  • Investment Management of Virginia held 13,662 shares of Otis Worldwide worth $1.15M as of Q1 2023.
  • Investment Management of Virginia bought 40 Otis Worldwide shares in Q1 2023, an estimated $3.31K.
  • Otis Worldwide made up 0.22% of Investment Management of Virginia's portfolio in Q1 2023, its #119 holding.
  • Investment Management of Virginia 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 Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.