Veritable’s Otis Worldwide OTIS Stock Holding History

Veritable’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 Q3	–	Sell	-19,426	Closed	-$1.73M	–	572
2023 Q2	$1.73M	Buy	19,426 +325	+2%	+$27.4K	0.03%	267
2023 Q1	$1.61M	Buy	19,101 +1,409	+8%	+$117K	0.03%	277
2022 Q4	$1.39M	Sell	17,692 -583	-3%	-$43K	0.02%	289
2022 Q3	$1.17M	Sell	18,275 -306	-2%	-$22.4K	0.02%	305
2022 Q2	$1.31M	Sell	18,581 -283	-2%	-$20.8K	0.02%	309
2022 Q1	$1.45M	Buy	18,864 +438	+2%	+$35K	0.02%	311
2021 Q4	$1.6M	Buy	18,426 +241	+1%	+$20.2K	0.02%	302
2021 Q3	$1.5M	Buy	18,185 +54	+0.3%	+$4.75K	0.02%	294
2021 Q2	$1.48M	Buy	18,131 +85	+0.5%	+$6.54K	0.02%	303
2021 Q1	$1.24M	Sell	18,046 -2,642	-13%	-$173K	0.02%	310
2020 Q4	$1.4M	Sell	20,688 -1,622	-7%	-$105K	0.03%	273
2020 Q3	$1.39M	Sell	22,310 -3,215	-13%	-$197K	0.03%	252
2020 Q2	$1.45M	Buy	+25,525	New	+$1.32M	0.03%	238

Other funds holding OTIS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return