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Perkins Coie Trust Company’s Otis Worldwide OTIS Stock Holding History

Perkins Coie Trust Company’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
Q4 		– Sell
-13
Closed -$1.04K – 503
2023
Q3 		$1.04K Buy
+13
New +$1.11K ﹤0.01% 418
2023
Q2 		– Sell
-207
Closed -$17.5K – 241
2023
Q1 		$17.5K Sell
207
-649
-76% -$53.7K 0.01% 173
2022
Q4 		$67K Sell
856
-2,872
-77% -$212K 0.02% 114
2022
Q3 		$238K Sell
3,728
-5,200
-58% -$380K 0.09% 76
2022
Q2 		$631K Sell
8,928
-654
-7% -$48.2K 0.23% 60
2022
Q1 		$737K Sell
9,582
-184
-2% -$14.7K 0.23% 60
2021
Q4 		$851K Buy
9,766
+634
+7% +$53.1K 0.25% 59
2021
Q3 		$751K Buy
9,132
+68
+0.8% +$5.98K 0.23% 66
2021
Q2 		$741K Buy
9,064
+288
+3% +$22.2K 0.23% 66
2021
Q1 		$601K Buy
8,776
+801
+10% +$52.4K 0.2% 69
2020
Q4 		$538K Buy
7,975
+1,170
+17% +$75.9K 0.18% 74
2020
Q3 		$424K Sell
6,805
-144
-2% -$8.81K 0.17% 77
2020
Q2 		$395K Buy
+6,949
New +$360K 0.16% 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perkins Coie Trust Company's OTIS Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 13 shares — an estimated $1.04K sold.

Perkins Coie Trust Company first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $851K in Q4 2021. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Perkins Coie Trust Company reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 13 Otis Worldwide shares in Q4 2023, an estimated $1.04K.
  • Perkins Coie Trust Company first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
  • Perkins Coie Trust Company's Otis Worldwide position peaked at $851K in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.