Lenox Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Lenox Wealth 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
2022 Q1	$12K	Sell	154 -10	-6%	-$799	﹤0.01%	457
2021 Q4	$14K	Buy	164 +101	+160%	+$8.45K	﹤0.01%	459
2021 Q3	$5K	Buy	63 +2	+3%	+$176	﹤0.01%	560
2021 Q2	$5K	Buy	61 +1	+2%	+$77	﹤0.01%	557
2021 Q1	$4K	Sell	60 -124	-67%	-$8.11K	﹤0.01%	541
2020 Q4	$12K	Sell	184 -11	-6%	-$714	﹤0.01%	398
2020 Q3	$12K	Sell	195 -450	-70%	-$27.5K	﹤0.01%	355
2020 Q2	$37K	Buy	+645	New	+$33.4K	0.01%	193

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Lenox Wealth Advisors's OTIS Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 6.1% in Q1 2022, selling an estimated $799 and leaving 154 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Lenox Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $37K in Q2 2020. 1,145 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Lenox Wealth Advisors held 154 shares of Otis Worldwide worth $12K as of Q1 2022.
Lenox Wealth Advisors sold 10 Otis Worldwide shares in Q1 2022, an estimated $799.
Otis Worldwide made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #457 holding.
Lenox Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Lenox Wealth Advisors's Otis Worldwide position peaked at $37K in Q2 2020.
1,145 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.