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Sageworth Trust Company of South Dakota’s Otis Worldwide OTIS Stock Holding History

Sageworth Trust Company of South Dakota’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
-657
Closed -$46K – 519
2022
Q2 		$46K Hold
657
– – 0.09% 54
2022
Q1 		$51K Sell
657
-2,904
-82% -$232K 0.1% 61
2021
Q4 		$310K Buy
+3,561
New +$298K 0.48% 28

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Geode Capital Management
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AllianceBernstein
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Fiera Capital (Canada)
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Boston Partners
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Sageworth Trust Company of South Dakota's OTIS Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 657 shares — an estimated $46K sold.

Sageworth Trust Company of South Dakota first reported a position in OTIS in Q4 2021 and held it in 3 quarters. The position peaked at $310K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 657 Otis Worldwide shares in Q3 2022, an estimated $46K.
  • Sageworth Trust Company of South Dakota first reported a position in Otis Worldwide in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Otis Worldwide position peaked at $310K in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.