Sargent Bickham Lagudis’s Otis Worldwide OTIS Stock Holding History

Sargent Bickham Lagudis’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 Q4	$26.4K	Hold	337	–	–	﹤0.01%	554
2022 Q3	$22K	Sell	337 -50	-13%	-$3.66K	﹤0.01%	554
2022 Q2	$27K	Sell	387 -50	-11%	-$3.68K	﹤0.01%	533
2022 Q1	$34K	Sell	437 -25	-5%	-$2K	﹤0.01%	526
2021 Q4	$40K	Sell	462 -199	-30%	-$16.7K	﹤0.01%	494
2021 Q3	$54K	Hold	661	–	–	﹤0.01%	430
2021 Q2	$54K	Sell	661 -8	-1%	-$616	﹤0.01%	439
2021 Q1	$46K	Buy	669 +8	+1%	+$523	﹤0.01%	448
2020 Q4	$45K	Hold	661	–	–	﹤0.01%	445
2020 Q3	$41K	Hold	661	–	–	﹤0.01%	411
2020 Q2	$38K	Buy	+661	New	+$34.2K	﹤0.01%	394

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sargent Bickham Lagudis's OTIS Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Otis Worldwide (OTIS) position steady in Q4 2022 at 337 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Sargent Bickham Lagudis first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $54K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Sargent Bickham Lagudis held 337 shares of Otis Worldwide worth $26.4K as of Q4 2022.
Sargent Bickham Lagudis left its Otis Worldwide share count unchanged in Q4 2022.
Otis Worldwide made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #554 holding.
Sargent Bickham Lagudis first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
Sargent Bickham Lagudis's Otis Worldwide position peaked at $54K in Q3 2021.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.