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Money Concepts Capital’s Otis Worldwide OTIS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-3,968
Closed -$311K – 2123
2022
Q4 		$311K Buy
3,968
+2,889
+268% +$213K 0.01% 546
2022
Q3 		$69K Buy
1,079
+3
+0.3% +$219 ﹤0.01% 648
2022
Q2 		$77K Sell
1,076
-2,282
-68% -$168K 0.01% 619
2022
Q1 		$258K Buy
+3,358
New +$268K 0.01% 630

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's OTIS Position: Q1 2023 in Review

Money Concepts Capital sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 3,968 shares — an estimated $311K sold.

Money Concepts Capital first reported a position in OTIS in Q1 2022 and held it in 4 quarters. The position peaked at $311K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Money Concepts Capital reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,968 Otis Worldwide shares in Q1 2023, an estimated $311K.
  • Money Concepts Capital first reported a position in Otis Worldwide in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Otis Worldwide position peaked at $311K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.