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Strong Tower Advisory Services’s Otis Worldwide OTIS Stock Holding History

Strong Tower Advisory Services’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 		– Sell
-14,988
Closed -$1.06M – 103
2022
Q2 		$1.06M Sell
14,988
-68
-0.5% -$5.01K 0.57% 51
2022
Q1 		$1.16M Buy
15,056
+5,127
+52% +$410K 0.59% 53
2021
Q4 		$865K Buy
9,929
+600
+6% +$50.2K 0.46% 60
2021
Q3 		$758K Buy
+9,329
New +$820K 0.44% 56

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

Strong Tower Advisory Services's OTIS Position: Q3 2022 in Review

Strong Tower Advisory Services sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 14,988 shares — an estimated $1.06M sold.

Strong Tower Advisory Services first reported a position in OTIS in Q3 2021 and held it in 4 quarters. The position peaked at $1.16M in Q1 2022. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Strong Tower Advisory Services reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Strong Tower Advisory Services sold 14,988 Otis Worldwide shares in Q3 2022, an estimated $1.06M.
  • Strong Tower Advisory Services first reported a position in Otis Worldwide in Q3 2021 and held it in 4 quarters.
  • Strong Tower Advisory Services's Otis Worldwide position peaked at $1.16M in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Strong Tower Advisory Services's 13F filing for Q3 2022, filed 14 Oct 2022.