JAG
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Journey Advisory Group’s Otis Worldwide OTIS Stock Holding History

Journey Advisory Group’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 		– Sell
-3,775
Closed -$296K – 243
2022
Q4 		$296K Sell
3,775
-1,345
-26% -$99.3K 0.07% 180
2022
Q3 		$327K Sell
5,120
-672
-12% -$49.2K 0.08% 179
2022
Q2 		$453K Sell
5,792
-485
-8% -$35.7K 0.1% 164
2022
Q1 		$483K Sell
6,277
-275
-4% -$22K 0.12% 138
2021
Q4 		$570K Buy
6,552
+300
+5% +$25.1K 0.16% 119
2021
Q3 		$514K Sell
6,252
-416
-6% -$36.6K 0.17% 112
2021
Q2 		$545K Sell
6,668
-187
-3% -$14.4K 0.17% 113
2021
Q1 		$469K Sell
6,855
-157
-2% -$10.3K 0.16% 113
2020
Q4 		$474K Buy
+7,012
New +$455K 0.18% 107

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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 $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Journey Advisory Group's OTIS Position: Q1 2023 in Review

Journey Advisory Group sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 3,775 shares — an estimated $296K sold.

Journey Advisory Group first reported a position in OTIS in Q4 2020 and held it in 9 quarters. The position peaked at $570K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Journey Advisory Group reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Journey Advisory Group sold 3,775 Otis Worldwide shares in Q1 2023, an estimated $296K.
  • Journey Advisory Group first reported a position in Otis Worldwide in Q4 2020 and held it in 9 quarters.
  • Journey Advisory Group's Otis Worldwide position peaked at $570K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Journey Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.