Reilly Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$11.8M	Buy	+135,399	New	+$11.3M	0.88%	52
2021 Q3	–	Sell	-155,693	Closed	-$12.7M	–	1018
2021 Q2	$12.7M	Sell	155,693 -23,157	-13%	-$1.78M	1.03%	48
2021 Q1	$12.2M	Buy	178,850 +3,321	+2%	+$217K	1.08%	39
2020 Q4	$11.9M	Buy	175,529 +2,150	+1%	+$139K	1.11%	37
2020 Q3	$10.8M	Sell	173,379 -31,409	-15%	-$1.92M	1.16%	38
2020 Q2	$11.6M	Buy	+204,788	New	+$10.6M	1.37%	31

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Reilly Financial Advisors's OTIS Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Otis Worldwide (OTIS) in Q4 2021: 135,399 shares worth $11.8M. The stake represents 0.88% of the portfolio and ranks #52 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in OTIS as recently as Q2 2021.

Reilly Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $12.7M in Q2 2021. 1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

Reilly Financial Advisors held 135,399 shares of Otis Worldwide worth $11.8M as of Q4 2021.
Otis Worldwide was a new Reilly Financial Advisors position in Q4 2021.
Otis Worldwide made up 0.88% of Reilly Financial Advisors's portfolio in Q4 2021, its #52 holding.
Reilly Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
Reilly Financial Advisors's Otis Worldwide position peaked at $12.7M in Q2 2021.
1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.