TBH Global Asset Management’s Otis Worldwide OTIS Stock Holding History

TBH Global 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
2023 Q3	–	Sell	-8,342	Closed	-$743K	–	234
2023 Q2	$743K	Sell	8,342 -8,337	-50%	-$702K	0.15%	107
2023 Q1	$1.41M	Sell	16,679 -400	-2%	-$33.1K	0.3%	65
2022 Q4	$1.34M	Sell	17,079 -640	-4%	-$47.3K	0.33%	63
2022 Q3	$1.13M	Sell	17,719 -474	-3%	-$34.7K	0.29%	64
2022 Q2	$1.29M	Buy	18,193 +1	+0%	+$74	0.3%	65
2022 Q1	$1.4M	Sell	18,192 -2,212	-11%	-$177K	0.3%	68
2021 Q4	$1.78M	Sell	20,404 -224	-1%	-$18.8K	0.37%	61
2021 Q3	$1.7M	Buy	20,628 +2,452	+13%	+$216K	0.39%	62
2021 Q2	$1.49M	Buy	+18,176	New	+$1.4M	0.34%	62

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

TBH Global Asset Management's OTIS Position: Q3 2023 in Review

TBH Global Asset Management sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 8,342 shares — an estimated $743K sold.

TBH Global Asset Management first reported a position in OTIS in Q2 2021 and held it in 9 quarters. The position peaked at $1.78M in Q4 2021. 1,096 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

TBH Global Asset Management reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
TBH Global Asset Management sold 8,342 Otis Worldwide shares in Q3 2023, an estimated $743K.
TBH Global Asset Management first reported a position in Otis Worldwide in Q2 2021 and held it in 9 quarters.
TBH Global Asset Management's Otis Worldwide position peaked at $1.78M in Q4 2021.
1,096 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on TBH Global Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.