KB Financial Partners’s Otis Worldwide OTIS Stock Holding History

KB Financial Partners’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 Q3	$20K	Sell	244 -1	-0.4%	-$86	0.01%	348
2023 Q2	$22K	Sell	245 -2	-0.8%	-$168	0.01%	347
2023 Q1	$21K	Sell	247 -78	-24%	-$6.45K	0.01%	349
2022 Q4	$25K	Sell	325 -90	-22%	-$6.64K	0.01%	331
2022 Q3	$26K	Sell	415 -2	-0.5%	-$146	0.01%	314
2022 Q2	$29K	Sell	417 -11	-3%	-$810	0.01%	304
2022 Q1	$33K	Buy	428 +48	+13%	+$3.84K	0.01%	310
2021 Q4	$33K	Buy	+380	New	+$31.8K	0.01%	332
2021 Q3	–	Sell	-387	Closed	-$32K	–	447
2021 Q2	$32K	Sell	387 -1	-0.3%	-$77	0.01%	303
2021 Q1	$27K	Buy	+388	New	+$25.4K	0.01%	327

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

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

KB Financial Partners's OTIS Position: Q3 2023 in Review

KB Financial Partners reduced its Otis Worldwide (OTIS) stake by 0.41% in Q3 2023, selling an estimated $86 and leaving 244 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #348.

KB Financial Partners first reported a position in OTIS in Q1 2021 and has held it in 10 quarters since. The position peaked at $33K in Q1 2022. 1,096 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

KB Financial Partners held 244 shares of Otis Worldwide worth $20K as of Q3 2023.
KB Financial Partners sold 1 Otis Worldwide share in Q3 2023, an estimated $86.
Otis Worldwide made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #348 holding.
KB Financial Partners first reported a position in Otis Worldwide in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Otis Worldwide position peaked at $33K in Q1 2022.
1,096 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.