Ramsay Stattman Vela & Price’s Otis Worldwide OTIS Stock Holding History

Ramsay Stattman Vela & Price’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	-2,922	Closed	-$206K	–	88
2022 Q2	$206K	Hold	2,922	–	–	0.05%	88
2022 Q1	$225K	Hold	2,922	–	–	0.04%	89
2021 Q4	$254K	Hold	2,922	–	–	0.06%	65
2021 Q3	$240K	Sell	2,922 -112	-4%	-$9.85K	0.06%	66
2021 Q2	$248K	Sell	3,034 -1,160	-28%	-$89.3K	0.06%	65
2021 Q1	$287K	Sell	4,194 -7,031	-63%	-$460K	0.08%	65
2020 Q4	$758K	Sell	11,225 -19,762	-64%	-$1.28M	0.21%	51
2020 Q3	$1.93M	Sell	30,987 -99	-0.3%	-$6.05K	0.6%	36
2020 Q2	$1.77M	Buy	+31,086	New	+$1.61M	0.61%	37

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

Ramsay Stattman Vela & Price's OTIS Position: Q3 2022 in Review

Ramsay Stattman Vela & Price sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 2,922 shares — an estimated $206K sold.

Ramsay Stattman Vela & Price first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $1.93M in Q3 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Ramsay Stattman Vela & Price reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
Ramsay Stattman Vela & Price sold 2,922 Otis Worldwide shares in Q3 2022, an estimated $206K.
Ramsay Stattman Vela & Price first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
Ramsay Stattman Vela & Price's Otis Worldwide position peaked at $1.93M in Q3 2020.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Ramsay Stattman Vela & Price's 13F filing for Q3 2022, filed 31 Oct 2022.