SC
OTIS icon

Schubert & Co’s Otis Worldwide OTIS Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-53
Closed -$4.47K – 1065
2023
Q1 		$4.47K Buy
53
+13
+33% +$1.08K ﹤0.01% 492
2022
Q4 		$3.13K Sell
40
-8
-17% -$591 ﹤0.01% 630
2022
Q3 		$3K Buy
48
+4
+9% +$293 ﹤0.01% 652
2022
Q2 		$3K Buy
44
+23
+110% +$1.69K ﹤0.01% 633
2022
Q1 		$2K Buy
21
+2
+11% +$160 ﹤0.01% 463
2021
Q4 		$2K Buy
+19
New +$1.59K ﹤0.01% 422

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schubert & Co's OTIS Position: Q2 2023 in Review

Schubert & Co sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 53 shares — an estimated $4.47K sold.

Schubert & Co first reported a position in OTIS in Q4 2021 and held it in 6 quarters. The position peaked at $4.47K in Q1 2023. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Schubert & Co reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 53 Otis Worldwide shares in Q2 2023, an estimated $4.47K.
  • Schubert & Co first reported a position in Otis Worldwide in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Otis Worldwide position peaked at $4.47K in Q1 2023.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.