R.H. Bluestein & Co’s Otis Worldwide OTIS Stock Holding History

R.H. Bluestein & Co’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	$664K	Buy	10,415 +300	+3%	+$21.9K	0.04%	121
2022 Q2	$715K	Hold	10,115	–	–	0.04%	129
2022 Q1	$778K	Buy	10,115 +600	+6%	+$48K	0.03%	129
2021 Q4	$828K	Sell	9,515 -3,000	-24%	-$251K	0.03%	124
2021 Q3	$1.03M	Buy	12,515 +1,000	+9%	+$87.9K	0.04%	109
2021 Q2	$942K	Sell	11,515 -1,000	-8%	-$77K	0.04%	130
2021 Q1	$857K	Sell	12,515 -11,835	-49%	-$774K	0.04%	122
2020 Q4	$1.65M	Buy	+24,350	New	+$1.58M	0.07%	80

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

R.H. Bluestein & Co's OTIS Position: Q3 2022 in Review

R.H. Bluestein & Co increased its Otis Worldwide (OTIS) stake by 3% in Q3 2022, buying an estimated $21.9K and bringing the position to 10,415 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #121.

R.H. Bluestein & Co first reported a position in OTIS in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

R.H. Bluestein & Co held 10,415 shares of Otis Worldwide worth $664K as of Q3 2022.
R.H. Bluestein & Co bought 300 Otis Worldwide shares in Q3 2022, an estimated $21.9K.
Otis Worldwide made up 0.04% of R.H. Bluestein & Co's portfolio in Q3 2022, its #121 holding.
R.H. Bluestein & Co first reported a position in Otis Worldwide in Q4 2020 and has held it in 8 quarters since.
R.H. Bluestein & Co's Otis Worldwide position peaked at $1.65M in Q4 2020.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.