KTA
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Keeley-Teton Advisors’s Otis Worldwide OTIS Stock Holding History

Keeley-Teton Advisors’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
Q2 		– Sell
-6,380
Closed -$538K – 372
2023
Q1 		$538K Sell
6,380
-2,255
-26% -$187K 0.07% 284
2022
Q4 		$676K Sell
8,635
-84
-1% -$6.2K 0.08% 257
2022
Q3 		$556K Hold
8,719
– – 0.08% 255
2022
Q2 		$616K Hold
8,719
– – 0.08% 262
2022
Q1 		$671K Sell
8,719
-85
-1% -$6.79K 0.07% 273
2021
Q4 		$767K Hold
8,804
– – 0.08% 244
2021
Q3 		$724K Buy
+8,804
New +$774K 0.08% 254
2021
Q2 		– Sell
-9,047
Closed -$619K – 310
2021
Q1 		$619K Buy
9,047
+2,267
+33% +$148K 0.06% 255
2020
Q4 		$458K Hold
6,780
– – 0.06% 213
2020
Q3 		$423K Hold
6,780
– – 0.07% 201
2020
Q2 		$386K Buy
+6,780
New +$351K 0.06% 206

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return