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Strategic Asset Management’s Otis Worldwide OTIS Stock Holding History

Strategic Asset Management’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 		$7K Hold
111
– – 0.01% 421
2022
Q2 		$8K Hold
111
– – 0.01% 431
2022
Q1 		$9K Hold
111
– – 0.01% 403
2021
Q4 		$10K Hold
111
– – 0.01% 366
2021
Q3 		$9K Buy
+111
New +$9.76K 0.01% 355

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

Strategic Asset Management's OTIS Position: Q3 2022 in Review

Strategic Asset Management held its Otis Worldwide (OTIS) position steady in Q3 2022 at 111 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #421.

Strategic Asset Management first reported a position in OTIS in Q3 2021 and has held it in 5 quarters since. The position peaked at $10K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Strategic Asset Management held 111 shares of Otis Worldwide worth $7K as of Q3 2022.
  • Strategic Asset Management left its Otis Worldwide share count unchanged in Q3 2022.
  • Otis Worldwide made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #421 holding.
  • Strategic Asset Management first reported a position in Otis Worldwide in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Otis Worldwide position peaked at $10K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.