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Toews Corporation’s Otis Worldwide OTIS Stock Holding History

Toews Corporation’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
Q4 		– Sell
-9,700
Closed -$779K – 85
2023
Q3 		$779K Buy
+9,700
New +$830K 0.47% 29
2023
Q1 		– Sell
-9,900
Closed -$775K – 94
2022
Q4 		$775K Buy
+9,900
New +$731K 0.38% 64
2021
Q4 		– Sell
-4,900
Closed -$403K – 96
2021
Q3 		$403K Buy
+4,900
New +$431K 0.05% 95
2021
Q2 		– Sell
-13,700
Closed -$938K – 89
2021
Q1 		$938K Buy
+13,700
New +$896K 0.08% 78

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Toews Corporation's OTIS Position: Q4 2023 in Review

Toews Corporation sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 9,700 shares — an estimated $779K sold.

Toews Corporation first reported a position in OTIS in Q1 2021 and held it in 4 quarters. The position peaked at $938K in Q1 2021. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Toews Corporation reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Toews Corporation sold 9,700 Otis Worldwide shares in Q4 2023, an estimated $779K.
  • Toews Corporation first reported a position in Otis Worldwide in Q1 2021 and held it in 4 quarters.
  • Toews Corporation's Otis Worldwide position peaked at $938K in Q1 2021.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Toews Corporation's 13F filing for Q4 2023, filed 17 Jan 2024.