TrustCore Financial Services’s Otis Worldwide OTIS Stock Holding History

TrustCore Financial Services’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	$37.6K	Buy	480 +1	+0.2%	+$74	﹤0.01%	505
2022 Q3	$31K	Hold	479	–	–	﹤0.01%	533
2022 Q2	$34K	Buy	479 +1	+0.2%	+$74	﹤0.01%	531
2022 Q1	$37K	Buy	478 +68	+17%	+$5.43K	﹤0.01%	533
2021 Q4	$36K	Sell	410 -653	-61%	-$54.7K	﹤0.01%	506
2021 Q3	$87K	Sell	1,063 -27	-2%	-$2.37K	0.01%	370
2021 Q2	$89K	Buy	1,090 +28	+3%	+$2.15K	0.01%	365
2021 Q1	$73K	Sell	1,062 -83	-7%	-$5.43K	0.01%	378
2020 Q4	$77K	Buy	1,145 +84	+8%	+$5.45K	0.01%	365
2020 Q3	$66K	Sell	1,061 -73	-6%	-$4.46K	0.01%	354
2020 Q2	$64K	Buy	+1,134	New	+$58.8K	0.01%	366

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrustCore Financial Services's OTIS Position: Q4 2022 in Review

TrustCore Financial Services increased its Otis Worldwide (OTIS) stake by 0.21% in Q4 2022, buying an estimated $74 and bringing the position to 480 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

TrustCore Financial Services first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $89K in Q2 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

TrustCore Financial Services held 480 shares of Otis Worldwide worth $37.6K as of Q4 2022.
TrustCore Financial Services bought 1 Otis Worldwide share in Q4 2022, an estimated $74.
Otis Worldwide made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #505 holding.
TrustCore Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
TrustCore Financial Services's Otis Worldwide position peaked at $89K in Q2 2021.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.