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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Keeley-Teton Advisors's OTIS Position: Q2 2023 in Review

Keeley-Teton Advisors sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 6,380 shares — an estimated $538K sold.

Keeley-Teton Advisors first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $767K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Keeley-Teton Advisors reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
Keeley-Teton Advisors sold 6,380 Otis Worldwide shares in Q2 2023, an estimated $538K.
Keeley-Teton Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
Keeley-Teton Advisors's Otis Worldwide position peaked at $767K in Q4 2021.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Keeley-Teton Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.