TWI
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Thomas White International’s Otis Worldwide OTIS Stock Holding History

Thomas White International’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
Q2 		$132K Hold
1,484
– – 0.03% 228
2023
Q1 		$125K Hold
1,484
– – 0.03% 236
2022
Q4 		$116K Sell
1,484
-686
-32% -$50.6K 0.03% 246
2022
Q3 		$138K Hold
2,170
– – 0.03% 252
2022
Q2 		$153K Hold
2,170
– – 0.03% 251
2022
Q1 		$167K Hold
2,170
– – 0.03% 253
2021
Q4 		$189K Hold
2,170
– – 0.03% 256
2021
Q3 		$179K Hold
2,170
– – 0.03% 269
2021
Q2 		$177K Hold
2,170
– – 0.02% 266
2021
Q1 		$149K Hold
2,170
– – 0.02% 275
2020
Q4 		$147K Buy
+2,170
New +$141K 0.02% 273

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thomas White International's OTIS Position: Q2 2023 in Review

Thomas White International held its Otis Worldwide (OTIS) position steady in Q2 2023 at 1,484 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #228.

Thomas White International first reported a position in OTIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $189K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Thomas White International held 1,484 shares of Otis Worldwide worth $132K as of Q2 2023.
  • Thomas White International left its Otis Worldwide share count unchanged in Q2 2023.
  • Otis Worldwide made up 0.03% of Thomas White International's portfolio in Q2 2023, its #228 holding.
  • Thomas White International first reported a position in Otis Worldwide in Q4 2020 and has held it in 11 quarters since.
  • Thomas White International's Otis Worldwide position peaked at $189K in Q4 2021.
  • 1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Thomas White International's 13F filing for Q2 2023, filed 14 Aug 2023.