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OTIS icon

Surevest’s Otis Worldwide OTIS Stock Holding History

Surevest’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 		$230K Hold
3,599
– – 0.06% 134
2022
Q2 		$254K Buy
3,599
+24
+0.7% +$1.77K 0.07% 129
2022
Q1 		$275K Sell
3,575
-134
-4% -$10.7K 0.07% 125
2021
Q4 		$323K Sell
3,709
-103
-3% -$8.62K 0.08% 103
2021
Q3 		$314K Buy
3,812
+114
+3% +$10K 0.08% 94
2021
Q2 		$302K Sell
3,698
-2,428
-40% -$187K 0.08% 91
2021
Q1 		$419K Sell
6,126
-3,001
-33% -$196K 0.13% 78
2020
Q4 		$617K Sell
9,127
-510
-5% -$33.1K 0.21% 69
2020
Q3 		$602K Sell
9,637
-3,759
-28% -$230K 0.24% 67
2020
Q2 		$762K Buy
+13,396
New +$694K 0.34% 66

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

Surevest's OTIS Position: Q3 2022 in Review

Surevest held its Otis Worldwide (OTIS) position steady in Q3 2022 at 3,599 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #134.

Surevest first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $762K in Q2 2020. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Surevest held 3,599 shares of Otis Worldwide worth $230K as of Q3 2022.
  • Surevest left its Otis Worldwide share count unchanged in Q3 2022.
  • Otis Worldwide made up 0.06% of Surevest's portfolio in Q3 2022, its #134 holding.
  • Surevest first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
  • Surevest's Otis Worldwide position peaked at $762K in Q2 2020.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.