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Norway Savings Bank’s Otis Worldwide OTIS Stock Holding History

Norway Savings Bank’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
-48
Closed -$3.76K – 235
2022
Q4 		$3.76K Buy
48
+18
+60% +$1.33K ﹤0.01% 266
2022
Q3 		$2K Sell
30
-50
-63% -$3.66K ﹤0.01% 274
2022
Q2 		$6K Hold
80
– – ﹤0.01% 263
2022
Q1 		$6K Sell
80
-20
-20% -$1.6K ﹤0.01% 267
2021
Q4 		$9K Sell
100
-13
-12% -$1.09K ﹤0.01% 267
2021
Q3 		$9K Sell
113
-4
-3% -$352 ﹤0.01% 273
2021
Q2 		$10K Hold
117
– – ﹤0.01% 274
2021
Q1 		$8K Sell
117
-16
-12% -$1.05K ﹤0.01% 277
2020
Q4 		$9K Sell
133
-20
-13% -$1.3K 0.01% 284
2020
Q3 		$10K Sell
153
-17
-10% -$1.04K 0.01% 260
2020
Q2 		$10K Buy
+170
New +$8.81K 0.01% 225

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

Norway Savings Bank's OTIS Position: Q1 2023 in Review

Norway Savings Bank sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 48 shares — an estimated $3.76K sold.

Norway Savings Bank first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $10K in Q2 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Norway Savings Bank reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Norway Savings Bank sold 48 Otis Worldwide shares in Q1 2023, an estimated $3.76K.
  • Norway Savings Bank first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
  • Norway Savings Bank's Otis Worldwide position peaked at $10K in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.