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Tilia Fiduciary Partners’s Otis Worldwide OTIS Stock Holding History

Tilia Fiduciary Partners’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
-962
Closed -$85.6K – 353
2023
Q2 		$85.6K Sell
962
-4
-0.4% -$337 0.08% 150
2023
Q1 		$81.5K Buy
966
+6
+0.6% +$496 0.08% 160
2022
Q4 		$75.2K Hold
960
– – 0.07% 165
2022
Q3 		$62K Buy
960
+5
+0.5% +$366 0.06% 177
2022
Q2 		$66K Sell
955
-111
-10% -$8.18K 0.06% 178
2022
Q1 		$82K Buy
1,066
+87
+9% +$6.95K 0.07% 170
2021
Q4 		$85K Buy
+979
New +$81.9K 0.07% 169

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tilia Fiduciary Partners's OTIS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 962 shares — an estimated $85.6K sold.

Tilia Fiduciary Partners first reported a position in OTIS in Q4 2021 and held it in 7 quarters. The position peaked at $85.6K in Q2 2023. 1,097 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 962 Otis Worldwide shares in Q3 2023, an estimated $85.6K.
  • Tilia Fiduciary Partners first reported a position in Otis Worldwide in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Otis Worldwide position peaked at $85.6K in Q2 2023.
  • 1,097 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.