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Proffitt & Goodson’s Otis Worldwide OTIS Stock Holding History

Proffitt & Goodson’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
-2,798
Closed -$249K – 235
2023
Q2 		$249K Buy
2,798
+7
+0.3% +$590 0.05% 99
2023
Q1 		$236K Buy
2,791
+88
+3% +$7.28K 0.05% 101
2022
Q4 		$212K Hold
2,703
– – 0.05% 102
2022
Q3 		$172K Buy
2,703
+274
+11% +$20K 0.04% 110
2022
Q2 		$172K Sell
2,429
-110
-4% -$8.1K 0.04% 113
2022
Q1 		$195K Sell
2,539
-187
-7% -$14.9K 0.04% 113
2021
Q4 		$237K Sell
2,726
-50
-2% -$4.18K 0.04% 101
2021
Q3 		$228K Sell
2,776
-14
-0.5% -$1.23K 0.04% 99
2021
Q2 		$228K Sell
2,790
-35
-1% -$2.69K 0.04% 97
2021
Q1 		$193K Sell
2,825
-250
-8% -$16.3K 0.04% 99
2020
Q4 		$208K Sell
3,075
-25
-0.8% -$1.62K 0.04% 97
2020
Q3 		$193K Sell
3,100
-421
-12% -$25.8K 0.04% 92
2020
Q2 		$200K Buy
+3,521
New +$182K 0.04% 87

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return