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Spearhead Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Spearhead Capital 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
2022
Q3 		$338K Buy
5,294
+295
+6% +$21.6K 0.37% 82
2022
Q2 		$353K Buy
+4,999
New +$368K 0.05% 106

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Spearhead Capital Advisors's OTIS Position: Q3 2022 in Review

Spearhead Capital Advisors increased its Otis Worldwide (OTIS) stake by 5.9% in Q3 2022, buying an estimated $21.6K and bringing the position to 5,294 shares worth $338K. The position accounts for 0.37% of the portfolio, ranked #82.

Spearhead Capital Advisors first reported a position in OTIS in Q2 2022 and has held it in 2 quarters since. The position peaked at $353K in Q2 2022. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Spearhead Capital Advisors held 5,294 shares of Otis Worldwide worth $338K as of Q3 2022.
  • Spearhead Capital Advisors bought 295 Otis Worldwide shares in Q3 2022, an estimated $21.6K.
  • Otis Worldwide made up 0.37% of Spearhead Capital Advisors's portfolio in Q3 2022, its #82 holding.
  • Spearhead Capital Advisors first reported a position in Otis Worldwide in Q2 2022 and has held it in 2 quarters since.
  • Spearhead Capital Advisors's Otis Worldwide position peaked at $353K in Q2 2022.
  • 1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.