Steward Financial Group’s Otis Worldwide OTIS Stock Holding History

Steward Financial Group’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 Q3	$8K	Buy	+110	New	+$9.41K	﹤0.01%	458
2023 Q2	–	Sell	-113	Closed	-$9K	–	833
2023 Q1	$9K	Buy	113 +69	+157%	+$5.71K	﹤0.01%	215
2022 Q4	$3K	Buy	+44	New	+$3.25K	﹤0.01%	275
2022 Q3	–	Sell	-74	Closed	-$5K	–	948
2022 Q2	$5K	Buy	74 +50	+208%	+$3.68K	﹤0.01%	343
2022 Q1	$1K	Buy	24 +12	+100%	+$959	﹤0.01%	302
2021 Q4	$1K	Buy	+12	New	+$1K	﹤0.01%	249

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steward Financial Group's OTIS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Otis Worldwide (OTIS) in Q3 2023: 110 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OTIS as recently as Q1 2023.

Steward Financial Group first reported a position in OTIS in Q4 2021 and has held it in 6 quarters since. The position peaked at $9K in Q1 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

Steward Financial Group held 110 shares of Otis Worldwide worth $8K as of Q3 2023.
Otis Worldwide was a new Steward Financial Group position in Q3 2023.
Otis Worldwide made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #458 holding.
Steward Financial Group first reported a position in Otis Worldwide in Q4 2021 and has held it in 6 quarters since.
Steward Financial Group's Otis Worldwide position peaked at $9K in Q1 2023.
1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.