Valmark Advisers’s Otis Worldwide OTIS Stock Holding History

Valmark Advisers’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 Q1	–	Sell	-2,425	Closed	-$211K	–	436
2021 Q4	$211K	Buy	+2,425	New	+$203K	﹤0.01%	391

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

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

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

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

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Valmark Advisers's OTIS Position: Q1 2022 in Review

Valmark Advisers sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,425 shares — an estimated $211K sold.

Valmark Advisers first reported a position in OTIS in Q4 2021 and held it in 1 quarter. The position peaked at $211K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

Valmark Advisers reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
Valmark Advisers sold 2,425 Otis Worldwide shares in Q1 2022, an estimated $211K.
Valmark Advisers first reported a position in Otis Worldwide in Q4 2021 and held it in 1 quarter.
Valmark Advisers's Otis Worldwide position peaked at $211K in Q4 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Valmark Advisers's 13F filing for Q1 2022, filed 10 May 2022.