Sterling Investment Advisors (Pennsylvania)’s Otis Worldwide OTIS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q2	–	Sell	-100	Closed	-$8K	–	600
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	461
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	452
2021 Q3	$8K	Sell	100 -300	-75%	-$26.4K	﹤0.01%	453
2021 Q2	$33K	Hold	400	–	–	0.01%	301
2021 Q1	$27K	Sell	400 -325	-45%	-$21.2K	0.01%	299
2020 Q4	$49K	Hold	725	–	–	0.02%	228
2020 Q3	$45K	Sell	725 -291	-29%	-$17.8K	0.02%	222
2020 Q2	$57K	Buy	+1,016	New	+$52.6K	0.02%	203

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Sterling Investment Advisors (Pennsylvania)'s OTIS Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 100 shares — an estimated $8K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $57K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 100 Otis Worldwide shares in Q2 2022, an estimated $8K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
Sterling Investment Advisors (Pennsylvania)'s Otis Worldwide position peaked at $57K in Q2 2020.
1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.