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RegentAtlantic Capital’s Otis Worldwide OTIS Stock Holding History

RegentAtlantic Capital’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 		$826K Buy
12,947
+129
+1% +$9.44K 0.02% 349
2022
Q2 		$906K Sell
12,818
-238
-2% -$17.5K 0.03% 335
2022
Q1 		$1M Sell
13,056
-221
-2% -$17.7K 0.03% 319
2021
Q4 		$1.16M Sell
13,277
-903
-6% -$75.6K 0.03% 305
2021
Q3 		$1.17M Buy
14,180
+1,070
+8% +$94.1K 0.04% 277
2021
Q2 		$1.07M Sell
13,110
-109
-0.8% -$8.39K 0.03% 284
2021
Q1 		$905K Buy
13,219
+77
+0.6% +$5.03K 0.03% 292
2020
Q4 		$888K Buy
13,142
+559
+4% +$36.3K 0.04% 258
2020
Q3 		$785K Sell
12,583
-749
-6% -$45.8K 0.04% 263
2020
Q2 		$758K Buy
+13,332
New +$691K 0.04% 256

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RegentAtlantic Capital's OTIS Position: Q3 2022 in Review

RegentAtlantic Capital increased its Otis Worldwide (OTIS) stake by 1% in Q3 2022, buying an estimated $9.44K and bringing the position to 12,947 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #349.

RegentAtlantic Capital first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.17M in Q3 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • RegentAtlantic Capital held 12,947 shares of Otis Worldwide worth $826K as of Q3 2022.
  • RegentAtlantic Capital bought 129 Otis Worldwide shares in Q3 2022, an estimated $9.44K.
  • Otis Worldwide made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #349 holding.
  • RegentAtlantic Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
  • RegentAtlantic Capital's Otis Worldwide position peaked at $1.17M in Q3 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.