Level Four Advisory Services’s Otis Worldwide OTIS Stock Holding History

Level Four Advisory Services’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
2021 Q3	–	Sell	-2,642	Closed	-$216K	–	587
2021 Q2	$216K	Sell	2,642 -1,250	-32%	-$96.2K	0.01%	610
2021 Q1	$266K	Sell	3,892 -476	-11%	-$31.1K	0.02%	530
2020 Q4	$295K	Sell	4,368 -32	-0.7%	-$2.08K	0.02%	471
2020 Q3	$275K	Sell	4,400 -708	-14%	-$43.3K	0.02%	453
2020 Q2	$285K	Buy	+5,108	New	+$265K	0.02%	465

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Level Four Advisory Services's OTIS Position: Q3 2021 in Review

Level Four Advisory Services sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 2,642 shares — an estimated $216K sold.

Level Four Advisory Services first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $295K in Q4 2020. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

Level Four Advisory Services reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 2,642 Otis Worldwide shares in Q3 2021, an estimated $216K.
Level Four Advisory Services first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
Level Four Advisory Services's Otis Worldwide position peaked at $295K in Q4 2020.
1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.