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Pittenger & Anderson Inc’s Otis Worldwide OTIS Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-1
Closed -$90 – 456
2023
Q2 		$90 Sell
1
-20
-95% -$1.69K ﹤0.01% 461
2023
Q1 		$1.77K Buy
21
+20
+2,000% +$1.66K ﹤0.01% 413
2022
Q4 		$78 Hold
1
– – ﹤0.01% 434
2022
Q3 		$0 Hold
1
– – ﹤0.01% 475
2022
Q2 		$0 Sell
1
-1,931
-100% -$142K ﹤0.01% 455
2022
Q1 		$149K Sell
1,932
-373
-16% -$29.8K 0.01% 229
2021
Q4 		$201K Buy
2,305
+1,379
+149% +$115K 0.01% 215
2021
Q3 		$76K Buy
+926
New +$81.4K ﹤0.01% 247

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pittenger & Anderson Inc's OTIS Position: Q3 2023 in Review

Pittenger & Anderson Inc sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 1 share — an estimated $90 sold.

Pittenger & Anderson Inc first reported a position in OTIS in Q3 2021 and held it in 8 quarters. The position peaked at $201K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Pittenger & Anderson Inc reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 1 Otis Worldwide share in Q3 2023, an estimated $90.
  • Pittenger & Anderson Inc first reported a position in Otis Worldwide in Q3 2021 and held it in 8 quarters.
  • Pittenger & Anderson Inc's Otis Worldwide position peaked at $201K in Q4 2021.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2023, filed 2 Nov 2023.