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PFS Investments’s Otis Worldwide OTIS Stock Holding History

PFS Investments’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
Q2 		$266K Buy
2,984
+341
+13% +$28.7K ﹤0.01% 461
2023
Q1 		$207K Buy
+2,643
New +$219K ﹤0.01% 481
2022
Q4 		– Sell
-21,972
Closed -$1.4K – 455
2022
Q3 		$1.4K Buy
21,972
+1,562
+8% +$114K 0.03% 305
2022
Q2 		$1.44M Buy
20,410
+2,079
+11% +$153K 0.03% 303
2022
Q1 		$1.41M Buy
18,331
+1,370
+8% +$109K 0.03% 317
2021
Q4 		$1.48M Sell
16,961
-3,089
-15% -$259K 0.03% 307
2021
Q3 		$1.65M Buy
20,050
+758
+4% +$66.7K 0.03% 281
2021
Q2 		$1.62M Buy
19,292
+650
+3% +$50K 0.04% 265
2021
Q1 		$1.28M Buy
18,642
+704
+4% +$46K 0.03% 256
2020
Q4 		$1.19M Buy
17,938
+1,625
+10% +$105K 0.03% 247
2020
Q3 		$1.02M Buy
16,313
+1,187
+8% +$72.6K 0.03% 241
2020
Q2 		$860K Buy
+15,126
New +$784K 0.03% 220

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return