IAMOG
OTIS icon

Investors Asset Management of Georgia’s Otis Worldwide OTIS Stock Holding History

Investors Asset Management of Georgia’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
-853
Closed -$54K – 415
2022
Q3 		$54K Hold
853
– – 0.03% 288
2022
Q2 		$60K Buy
+853
New +$62.8K 0.03% 247

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 $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investors Asset Management of Georgia's OTIS Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 853 shares — an estimated $54K sold.

Investors Asset Management of Georgia first reported a position in OTIS in Q2 2022 and held it in 2 quarters. The position peaked at $60K in Q2 2022. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 853 Otis Worldwide shares in Q4 2022, an estimated $54K.
  • Investors Asset Management of Georgia first reported a position in Otis Worldwide in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Otis Worldwide position peaked at $60K in Q2 2022.
  • 1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.