J.W. Burns & Co’s Otis Worldwide OTIS Stock Holding History

J.W. Burns & Co’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 Q2	–	Sell	-4,472	Closed	-$344K	–	169
2022 Q1	$344K	Sell	4,472 -1,295	-22%	-$103K	0.05%	143
2021 Q4	$502K	Sell	5,767 -356	-6%	-$29.8K	0.07%	133
2021 Q3	$504K	Sell	6,123 -1,388	-18%	-$122K	0.08%	125
2021 Q2	$614K	Sell	7,511 -2,696	-26%	-$207K	0.1%	118
2021 Q1	$699K	Sell	10,207 -1,056	-9%	-$69K	0.12%	110
2020 Q4	$761K	Sell	11,263 -186	-2%	-$12.1K	0.14%	101
2020 Q3	$715K	Sell	11,449 -1,940	-14%	-$119K	0.14%	95
2020 Q2	$761K	Buy	+13,389	New	+$694K	0.17%	93

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J.W. Burns & Co's OTIS Position: Q2 2022 in Review

J.W. Burns & Co sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 4,472 shares — an estimated $344K sold.

J.W. Burns & Co first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $761K in Q4 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

J.W. Burns & Co reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
J.W. Burns & Co sold 4,472 Otis Worldwide shares in Q2 2022, an estimated $344K.
J.W. Burns & Co first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
J.W. Burns & Co's Otis Worldwide position peaked at $761K in Q4 2020.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on J.W. Burns & Co's 13F filing for Q2 2022, filed 14 Jul 2022.