Vectors Research Management’s Otis Worldwide OTIS Stock Holding History

Vectors Research Management’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 Q3	–	Sell	-1,906	Closed	-$135K	–	374
2022 Q2	$135K	Hold	1,906	–	–	0.03%	160
2022 Q1	$147K	Sell	1,906 -67	-3%	-$5.36K	0.03%	160
2021 Q4	$172K	Buy	1,973 +50	+3%	+$4.18K	0.04%	173
2021 Q3	$158K	Sell	1,923 -50	-3%	-$4.4K	0.04%	172
2021 Q2	$161K	Hold	1,973	–	–	0.04%	164
2021 Q1	$135K	Sell	1,973 -1	-0.1%	-$65	0.04%	163
2020 Q4	$133K	Sell	1,974 -156	-7%	-$10.1K	0.04%	150
2020 Q3	$133K	Hold	2,130	–	–	0.05%	134
2020 Q2	$121K	Buy	+2,130	New	+$110K	0.05%	134

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

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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vectors Research Management's OTIS Position: Q3 2022 in Review

Vectors Research Management sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 1,906 shares — an estimated $135K sold.

Vectors Research Management first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $172K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

Vectors Research Management reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 1,906 Otis Worldwide shares in Q3 2022, an estimated $135K.
Vectors Research Management first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
Vectors Research Management's Otis Worldwide position peaked at $172K in Q4 2021.
1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.