Sutton Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Sutton Wealth Advisors’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	$37.1K	Buy	462 +32	+7%	+$2.74K	0.02%	270
2023 Q2	$38.3K	Hold	430	–	–	0.02%	262
2023 Q1	$36.3K	Sell	430 -873	-67%	-$72.2K	0.02%	236
2022 Q4	$102K	Buy	1,303 +115	+10%	+$8.49K	0.04%	245
2022 Q3	$75.8K	Sell	1,188 -7	-0.6%	-$512	0.03%	290
2022 Q2	$84.5K	Buy	1,195 +7	+0.6%	+$516	0.03%	265
2022 Q1	$91.4K	Buy	1,188 +5	+0.4%	+$400	0.03%	266
2021 Q4	$103K	Hold	1,183	–	–	0.03%	255
2021 Q3	$97.3K	Buy	1,183 +3	+0.3%	+$264	0.04%	253
2021 Q2	$96.5K	Hold	1,180	–	–	0.04%	254
2021 Q1	$80.8K	Buy	1,180 +6	+0.5%	+$392	0.03%	271
2020 Q4	$79.3K	Buy	1,174 +15	+1%	+$973	0.03%	255
2020 Q3	$72.3K	Sell	1,159 -8	-0.7%	-$489	0.04%	245
2020 Q2	$66.4K	Buy	+1,167	New	+$60.5K	0.03%	249

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's OTIS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Otis Worldwide (OTIS) stake by 7.4% in Q3 2023, buying an estimated $2.74K and bringing the position to 462 shares worth $37.1K. The position accounts for 0.02% of the portfolio, ranked #270.

Sutton Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $103K in Q4 2021. 1,097 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

Sutton Wealth Advisors held 462 shares of Otis Worldwide worth $37.1K as of Q3 2023.
Sutton Wealth Advisors bought 32 Otis Worldwide shares in Q3 2023, an estimated $2.74K.
Otis Worldwide made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #270 holding.
Sutton Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's Otis Worldwide position peaked at $103K in Q4 2021.
1,097 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.