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swisspartners’s Otis Worldwide OTIS Stock Holding History

swisspartners’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
Q4 		– Sell
-5,593
Closed -$357K – 80
2022
Q3 		$357K Hold
5,593
– – 0.37% 49
2022
Q2 		$408K Hold
5,593
– – 0.39% 50
2022
Q1 		$430K Sell
5,593
-65
-1% -$5.2K 0.34% 52
2021
Q4 		$499K Hold
5,658
– – 0.35% 56
2021
Q3 		$466K Hold
5,658
– – 0.36% 57
2021
Q2 		$463K Buy
5,658
+19
+0.3% +$1.46K 0.33% 61
2021
Q1 		$387K Buy
+5,639
New +$369K 0.31% 63

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

swisspartners's OTIS Position: Q4 2022 in Review

swisspartners sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 5,593 shares — an estimated $357K sold.

swisspartners first reported a position in OTIS in Q1 2021 and held it in 7 quarters. The position peaked at $499K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • swisspartners reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • swisspartners sold 5,593 Otis Worldwide shares in Q4 2022, an estimated $357K.
  • swisspartners first reported a position in Otis Worldwide in Q1 2021 and held it in 7 quarters.
  • swisspartners's Otis Worldwide position peaked at $499K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.