Kistler-Tiffany Companies’s Otis Worldwide OTIS Stock Holding History

Kistler-Tiffany Companies’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	$260K	Buy	2,918 +1	+0%	+$84	0.04%	294
2023 Q1	$246K	Buy	2,917 +1	+0%	+$83	0.05%	263
2022 Q4	$228K	Sell	2,916 -44	-1%	-$3.25K	0.05%	240
2022 Q3	$189K	Sell	2,960 -113	-4%	-$8.27K	0.04%	210
2022 Q2	$217K	Buy	3,073 +1	+0%	+$74	0.05%	204
2022 Q1	$236K	Sell	3,072 -704	-19%	-$56.3K	0.04%	209
2021 Q4	$329K	Buy	3,776 +1	+0%	+$84	0.06%	152
2021 Q3	$311K	Sell	3,775 -1,233	-25%	-$108K	0.07%	147
2021 Q2	$410K	Sell	5,008 -106	-2%	-$8.16K	0.09%	126
2021 Q1	$350K	Buy	5,114 +850	+20%	+$55.6K	0.09%	130
2020 Q4	$288K	Buy	4,264 +51	+1%	+$3.31K	0.08%	134
2020 Q3	$263K	Sell	4,213 -908	-18%	-$55.5K	0.08%	130
2020 Q2	$291K	Buy	+5,121	New	+$265K	0.1%	115

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kistler-Tiffany Companies's OTIS Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Otis Worldwide (OTIS) stake by 0.03% in Q2 2023, buying an estimated $84 and bringing the position to 2,918 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #294.

Kistler-Tiffany Companies first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $410K in Q2 2021. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Kistler-Tiffany Companies held 2,918 shares of Otis Worldwide worth $260K as of Q2 2023.
Kistler-Tiffany Companies bought 1 Otis Worldwide share in Q2 2023, an estimated $84.
Otis Worldwide made up 0.04% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #294 holding.
Kistler-Tiffany Companies first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
Kistler-Tiffany Companies's Otis Worldwide position peaked at $410K in Q2 2021.
1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.