Lumature Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Lumature Wealth Partners’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	$10.8K	Hold	121	–	–	0.01%	309
2023 Q1	$10.2K	Hold	121	–	–	0.01%	305
2022 Q4	$9.48K	Hold	121	–	–	0.01%	309
2022 Q3	$8K	Hold	121	–	–	﹤0.01%	324
2022 Q2	$9K	Hold	121	–	–	﹤0.01%	322
2022 Q1	$9K	Hold	121	–	–	﹤0.01%	345
2021 Q4	$11K	Hold	121	–	–	﹤0.01%	326
2021 Q3	$10K	Hold	121	–	–	﹤0.01%	331
2021 Q2	$10K	Hold	121	–	–	﹤0.01%	297
2021 Q1	$8K	Buy	+121	New	+$7.91K	﹤0.01%	298

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 $3.37T AUM 44.26% 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 $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 $1.02T AUM 30.18% 1-Year Est. Return

Lumature Wealth Partners's OTIS Position: Q2 2023 in Review

Lumature Wealth Partners held its Otis Worldwide (OTIS) position steady in Q2 2023 at 121 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #309.

Lumature Wealth Partners first reported a position in OTIS in Q1 2021 and has held it in 10 quarters since. The position peaked at $11K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Lumature Wealth Partners held 121 shares of Otis Worldwide worth $10.8K as of Q2 2023.
Lumature Wealth Partners left its Otis Worldwide share count unchanged in Q2 2023.
Otis Worldwide made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #309 holding.
Lumature Wealth Partners first reported a position in Otis Worldwide in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Otis Worldwide position peaked at $11K in Q4 2021.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.