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Operose Advisors’s Otis Worldwide OTIS Stock Holding History

Operose Advisors’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
Q3 		– Sell
-225
Closed -$20K – 766
2023
Q2 		$20K Hold
225
– – 0.01% 231
2023
Q1 		$19K Hold
225
– – 0.01% 230
2022
Q4 		$17.6K Buy
225
+75
+50% +$5.54K 0.01% 231
2022
Q3 		$10K Hold
150
– – 0.01% 263
2022
Q2 		$11K Hold
150
– – 0.01% 235
2022
Q1 		$12K Hold
150
– – 0.01% 254
2021
Q4 		$13K Buy
+150
New +$12.6K 0.01% 240

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Operose Advisors's OTIS Position: Q3 2023 in Review

Operose Advisors sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 225 shares — an estimated $20K sold.

Operose Advisors first reported a position in OTIS in Q4 2021 and held it in 7 quarters. The position peaked at $20K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Operose Advisors reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Operose Advisors sold 225 Otis Worldwide shares in Q3 2023, an estimated $20K.
  • Operose Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 7 quarters.
  • Operose Advisors's Otis Worldwide position peaked at $20K in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Operose Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.