Mitchell & Pahl Private Wealth’s Otis Worldwide OTIS Stock Holding History

Mitchell & Pahl 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 Q2	–	Sell	-4,533	Closed	-$349K	–	168
2022 Q1	$349K	Sell	4,533 -370	-8%	-$29.6K	0.22%	132
2021 Q4	$427K	Sell	4,903 -85	-2%	-$7.12K	0.27%	109
2021 Q3	$410K	Sell	4,988 -23	-0.5%	-$2.02K	0.3%	104
2021 Q2	$410K	Sell	5,011 -13	-0.3%	-$1K	0.29%	107
2021 Q1	$344K	Sell	5,024 -323	-6%	-$21.1K	0.27%	112
2020 Q4	$361K	Buy	+5,347	New	+$347K	0.3%	101

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mitchell & Pahl Private Wealth's OTIS Position: Q2 2022 in Review

Mitchell & Pahl Private Wealth sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 4,533 shares — an estimated $349K sold.

Mitchell & Pahl Private Wealth first reported a position in OTIS in Q4 2020 and held it in 6 quarters. The position peaked at $427K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Mitchell & Pahl Private Wealth reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 4,533 Otis Worldwide shares in Q2 2022, an estimated $349K.
Mitchell & Pahl Private Wealth first reported a position in Otis Worldwide in Q4 2020 and held it in 6 quarters.
Mitchell & Pahl Private Wealth's Otis Worldwide position peaked at $427K in Q4 2021.
1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.