Kore Private Wealth’s Otis Worldwide OTIS Stock Holding History

Kore Private Wealth’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
2022 Q3	$233K	Sell	3,659 -79	-2%	-$5.78K	0.04%	224
2022 Q2	$264K	Buy	3,738 +618	+20%	+$45.5K	0.04%	237
2022 Q1	$240K	Buy	3,120 +176	+6%	+$14.1K	0.03%	281
2021 Q4	$256K	Sell	2,944 -2,017	-41%	-$169K	0.03%	259
2021 Q3	$408K	Buy	4,961 +731	+17%	+$64.3K	0.04%	270
2021 Q2	$346K	Buy	4,230 +1,087	+35%	+$83.7K	0.04%	288
2021 Q1	$215K	Sell	3,143 -104	-3%	-$6.8K	0.03%	334
2020 Q4	$219K	Sell	3,247 -122	-4%	-$7.91K	0.03%	299
2020 Q3	$210K	Buy	3,369 +465	+16%	+$28.4K	0.04%	247
2020 Q2	$165K	Buy	+2,904	New	+$150K	0.03%	261

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kore Private Wealth's OTIS Position: Q3 2022 in Review

Kore Private Wealth reduced its Otis Worldwide (OTIS) stake by 2.1% in Q3 2022, selling an estimated $5.78K and leaving 3,659 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #224.

Kore Private Wealth first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $408K in Q3 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Kore Private Wealth held 3,659 shares of Otis Worldwide worth $233K as of Q3 2022.
Kore Private Wealth sold 79 Otis Worldwide shares in Q3 2022, an estimated $5.78K.
Otis Worldwide made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #224 holding.
Kore Private Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
Kore Private Wealth's Otis Worldwide position peaked at $408K in Q3 2021.
1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.