Private Ocean’s Otis Worldwide OTIS Stock Holding History

Private Ocean’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
2022 Q3	–	Sell	-15	Closed	-$1K	–	618
2022 Q2	$1K	Sell	15 -2	-12%	-$147	﹤0.01%	449
2022 Q1	$1K	Sell	17 -148	-90%	-$11.8K	﹤0.01%	560
2021 Q4	$14K	Hold	165	–	–	﹤0.01%	392
2021 Q3	$14K	Buy	165 +15	+10%	+$1.32K	﹤0.01%	391
2021 Q2	$12K	Hold	150	–	–	﹤0.01%	390
2021 Q1	$10K	Sell	150 -115	-43%	-$7.52K	﹤0.01%	436
2020 Q4	$18K	Buy	265 +165	+165%	+$10.7K	﹤0.01%	326
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	420
2020 Q2	$5K	Buy	+100	New	+$5.18K	﹤0.01%	404

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Private Ocean's OTIS Position: Q3 2022 in Review

Private Ocean sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Private Ocean first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $18K in Q4 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Private Ocean reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
Private Ocean sold 15 Otis Worldwide shares in Q3 2022, an estimated $1K.
Private Ocean first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
Private Ocean's Otis Worldwide position peaked at $18K in Q4 2020.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.