Parsec Financial Management’s Otis Worldwide OTIS Stock Holding History

Parsec Financial Management’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	$543K	Sell	6,429 -285	-4%	-$23.6K	0.02%	198
2022 Q4	$526K	Sell	6,714 -39	-0.6%	-$2.88K	0.02%	202
2022 Q3	$431K	Sell	6,753 -247	-4%	-$18.1K	0.02%	207
2022 Q2	$495K	Sell	7,000 -272	-4%	-$20K	0.02%	208
2022 Q1	$560K	Sell	7,272 -19	-0.3%	-$1.52K	0.02%	211
2021 Q4	$635K	Buy	7,291 +2	+0%	+$167	0.03%	202
2021 Q3	$609K	Buy	7,289 +89	+1%	+$7.83K	0.03%	198
2021 Q2	$589K	Sell	7,200 -422	-6%	-$32.5K	0.03%	187
2021 Q1	$522K	Sell	7,622 -192	-2%	-$12.6K	0.03%	184
2020 Q4	$528K	Sell	7,814 -679	-8%	-$44K	0.03%	172
2020 Q3	$530K	Sell	8,493 -48,303	-85%	-$2.95M	0.03%	157
2020 Q2	$3.23M	Buy	+56,796	New	+$2.94M	0.21%	89

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

Parsec Financial Management's OTIS Position: Q1 2023 in Review

Parsec Financial Management reduced its Otis Worldwide (OTIS) stake by 4.2% in Q1 2023, selling an estimated $23.6K and leaving 6,429 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #198.

Parsec Financial Management first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.23M in Q2 2020. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

Parsec Financial Management held 6,429 shares of Otis Worldwide worth $543K as of Q1 2023.
Parsec Financial Management sold 285 Otis Worldwide shares in Q1 2023, an estimated $23.6K.
Otis Worldwide made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #198 holding.
Parsec Financial Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
Parsec Financial Management's Otis Worldwide position peaked at $3.23M in Q2 2020.
1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.