Palladium Partners’s Otis Worldwide OTIS Stock Holding History

Palladium 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
2022 Q1	$759K	Sell	9,869 -1,701	-15%	-$136K	0.03%	211
2021 Q4	$1.01M	Sell	11,570 -217	-2%	-$18.2K	0.04%	194
2021 Q3	$970K	Sell	11,787 -929	-7%	-$81.7K	0.04%	185
2021 Q2	$1.04M	Sell	12,716 -444	-3%	-$34.2K	0.05%	183
2021 Q1	$901K	Sell	13,160 -2,384	-15%	-$156K	0.04%	188
2020 Q4	$1.05M	Sell	15,544 -2,873	-16%	-$186K	0.06%	160
2020 Q3	$1.15M	Sell	18,417 -515	-3%	-$31.5K	0.07%	148
2020 Q2	$1.08M	Buy	+18,932	New	+$981K	0.07%	146

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Palladium Partners's OTIS Position: Q1 2022 in Review

Palladium Partners reduced its Otis Worldwide (OTIS) stake by 15% in Q1 2022, selling an estimated $136K and leaving 9,869 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #211.

Palladium Partners first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.15M in Q3 2020. 1,145 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Palladium Partners held 9,869 shares of Otis Worldwide worth $759K as of Q1 2022.
Palladium Partners sold 1,701 Otis Worldwide shares in Q1 2022, an estimated $136K.
Otis Worldwide made up 0.03% of Palladium Partners's portfolio in Q1 2022, its #211 holding.
Palladium Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Palladium Partners's Otis Worldwide position peaked at $1.15M in Q3 2020.
1,145 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.