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Oxler Private Wealth’s Otis Worldwide OTIS Stock Holding History

Oxler 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
Q4 		– Sell
-834
Closed -$53.4K – 268
2022
Q3 		$53.4K Buy
834
+1
+0.1% +$73 0.03% 197
2022
Q2 		$58.9K Buy
+833
New +$61.4K 0.03% 145
2021
Q1 		– Sell
-825
Closed -$55K – 184
2020
Q4 		$55K Buy
+825
New +$53.5K 0.03% 154

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oxler Private Wealth's OTIS Position: Q4 2022 in Review

Oxler Private Wealth sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 834 shares — an estimated $53.4K sold.

Oxler Private Wealth first reported a position in OTIS in Q4 2020 and held it in 3 quarters. The position peaked at $58.9K in Q2 2022. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Oxler Private Wealth reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 834 Otis Worldwide shares in Q4 2022, an estimated $53.4K.
  • Oxler Private Wealth first reported a position in Otis Worldwide in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Otis Worldwide position peaked at $58.9K in Q2 2022.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.