Obermeyer Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Obermeyer 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 Q1	–	Sell	-3,085	Closed	-$242K	–	230
2022 Q4	$242K	Buy	+3,085	New	+$228K	0.02%	188
2022 Q3	–	Sell	-3,085	Closed	-$218K	–	228
2022 Q2	$218K	Hold	3,085	–	–	0.02%	185
2022 Q1	$237K	Hold	3,085	–	–	0.01%	204
2021 Q4	$269K	Hold	3,085	–	–	0.01%	186
2021 Q3	$254K	Sell	3,085 -750	-20%	-$65.9K	0.01%	182
2021 Q2	$314K	Hold	3,835	–	–	0.02%	166
2021 Q1	$263K	Hold	3,835	–	–	0.02%	170
2020 Q4	$259K	Sell	3,835 -145	-4%	-$9.41K	0.02%	127
2020 Q3	$248K	Sell	3,980 -77	-2%	-$4.71K	0.02%	122
2020 Q2	$231K	Buy	+4,057	New	+$210K	0.02%	121

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Obermeyer Wealth Partners's OTIS Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 3,085 shares — an estimated $242K sold.

Obermeyer Wealth Partners first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $314K in Q2 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

Obermeyer Wealth Partners reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 3,085 Otis Worldwide shares in Q1 2023, an estimated $242K.
Obermeyer Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
Obermeyer Wealth Partners's Otis Worldwide position peaked at $314K in Q2 2021.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.