Meridian Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Meridian Investment Counsel’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	–	Sell	-3,137	Closed	-$265K	–	211
2023 Q1	$265K	Sell	3,137 -256	-8%	-$21.2K	0.1%	178
2022 Q4	$266K	Sell	3,393 -278	-8%	-$20.5K	0.11%	175
2022 Q3	$234K	Hold	3,671	–	–	0.1%	175
2022 Q2	$259K	Hold	3,671	–	–	0.11%	172
2022 Q1	$282K	Sell	3,671 -11	-0.3%	-$879	0.1%	179
2021 Q4	$321K	Buy	3,682 +388	+12%	+$32.5K	0.11%	169
2021 Q3	$271K	Hold	3,294	–	–	0.1%	176
2021 Q2	$269K	Hold	3,294	–	–	0.09%	170
2021 Q1	$225K	Hold	3,294	–	–	0.09%	174
2020 Q4	$223K	Sell	3,294 -85	-3%	-$5.51K	0.09%	166
2020 Q3	$211K	Buy	+3,379	New	+$207K	0.1%	159

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

Meridian Investment Counsel's OTIS Position: Q2 2023 in Review

Meridian Investment Counsel sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 3,137 shares — an estimated $265K sold.

Meridian Investment Counsel first reported a position in OTIS in Q3 2020 and held it in 11 quarters. The position peaked at $321K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Meridian Investment Counsel reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
Meridian Investment Counsel sold 3,137 Otis Worldwide shares in Q2 2023, an estimated $265K.
Meridian Investment Counsel first reported a position in Otis Worldwide in Q3 2020 and held it in 11 quarters.
Meridian Investment Counsel's Otis Worldwide position peaked at $321K in Q4 2021.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Meridian Investment Counsel's 13F filing for Q2 2023, filed 9 Aug 2023.