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	-$1.4M	–	455
2022 Q3	$1.4M	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PFS Investments's OTIS Position: Q2 2023 in Review

PFS Investments increased its Otis Worldwide (OTIS) stake by 13% in Q2 2023, buying an estimated $28.7K and bringing the position to 2,984 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

PFS Investments first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.65M in Q3 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

PFS Investments held 2,984 shares of Otis Worldwide worth $266K as of Q2 2023.
PFS Investments bought 341 Otis Worldwide shares in Q2 2023, an estimated $28.7K.
Otis Worldwide made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #461 holding.
PFS Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
PFS Investments's Otis Worldwide position peaked at $1.65M in Q3 2021.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.