TF
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TimeScale Financial’s Otis Worldwide OTIS Stock Holding History

TimeScale Financial’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 		$186 Hold
2
– – ﹤0.01% 605
2023
Q1 		$176 Hold
2
– – ﹤0.01% 601
2022
Q4 		$132 Hold
2
– – ﹤0.01% 571
2022
Q3 		$0 Hold
2
– – ﹤0.01% 571
2022
Q2 		$0 Hold
2
– – ﹤0.01% 548
2022
Q1 		$0 Hold
2
– – ﹤0.01% 550
2021
Q4 		$0 Hold
2
– – ﹤0.01% 535
2021
Q3 		$0 Hold
2
– – ﹤0.01% 525
2021
Q2 		$0 Hold
2
– – ﹤0.01% 546
2021
Q1 		$0 Hold
2
– – ﹤0.01% 532
2020
Q4 		$0 Hold
2
– – ﹤0.01% 469
2020
Q3 		$0 Hold
2
– – ﹤0.01% 497
2020
Q2 		$0 Buy
+2
New +$104 ﹤0.01% 470

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

TimeScale Financial's OTIS Position: Q2 2023 in Review

TimeScale Financial held its Otis Worldwide (OTIS) position steady in Q2 2023 at 2 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #605.

TimeScale Financial first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • TimeScale Financial held 2 shares of Otis Worldwide worth $186 as of Q2 2023.
  • TimeScale Financial left its Otis Worldwide share count unchanged in Q2 2023.
  • Otis Worldwide made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #605 holding.
  • TimeScale Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.