Simplicity Solutions’s Otis Worldwide OTIS Stock Holding History

Simplicity Solutions’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 Q4	$860K	Sell	9,609 -48	-0.5%	-$3.99K	0.02%	488
2023 Q3	$776K	Sell	9,657 -759	-7%	-$64.9K	0.02%	480
2023 Q2	$927K	Buy	10,416 +489	+5%	+$41.2K	0.03%	480
2023 Q1	$838K	Buy	9,927 +5,691	+134%	+$471K	0.02%	530
2022 Q4	$332K	Buy	+4,236	New	+$313K	0.05%	447
2020 Q4	–	Sell	-3,386	Closed	-$211K	–	971
2020 Q3	$211K	Sell	3,386 -433	-11%	-$26.5K	﹤0.01%	814
2020 Q2	$217K	Buy	+3,819	New	+$198K	﹤0.01%	807

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Simplicity Solutions's OTIS Position: Q4 2023 in Review

Simplicity Solutions reduced its Otis Worldwide (OTIS) stake by 0.5% in Q4 2023, selling an estimated $3.99K and leaving 9,609 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #488.

Simplicity Solutions first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $927K in Q2 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Simplicity Solutions held 9,609 shares of Otis Worldwide worth $860K as of Q4 2023.
Simplicity Solutions sold 48 Otis Worldwide shares in Q4 2023, an estimated $3.99K.
Otis Worldwide made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #488 holding.
Simplicity Solutions first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
Simplicity Solutions's Otis Worldwide position peaked at $927K in Q2 2023.
1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.