TIM
OTIS icon

Tevis Investment Management’s Otis Worldwide OTIS Stock Holding History

Tevis Investment 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
2022
Q4 		– Sell
-1,159
Closed -$74K – 159
2022
Q3 		$74K Hold
1,159
– – 0.07% 158
2022
Q2 		$82K Hold
1,159
– – 0.08% 147
2022
Q1 		$89K Hold
1,159
– – 0.08% 152
2021
Q4 		$101K Buy
+1,159
New +$97K 0.09% 152

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

Tevis Investment Management's OTIS Position: Q4 2022 in Review

Tevis Investment Management sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 1,159 shares — an estimated $74K sold.

Tevis Investment Management first reported a position in OTIS in Q4 2021 and held it in 4 quarters. The position peaked at $101K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Tevis Investment Management reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 1,159 Otis Worldwide shares in Q4 2022, an estimated $74K.
  • Tevis Investment Management first reported a position in Otis Worldwide in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Otis Worldwide position peaked at $101K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.