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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 $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 $3.37T AUM 44.26% 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

Proffitt & Goodson's OTIS Position: Q3 2023 in Review

Proffitt & Goodson sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 2,798 shares — an estimated $249K sold.

Proffitt & Goodson first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $249K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Proffitt & Goodson reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Proffitt & Goodson sold 2,798 Otis Worldwide shares in Q3 2023, an estimated $249K.
  • Proffitt & Goodson first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
  • Proffitt & Goodson's Otis Worldwide position peaked at $249K in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Proffitt & Goodson's 13F filing for Q3 2023, filed 19 Oct 2023.