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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Veritable's OTIS Position: Q3 2023 in Review

Veritable sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 19,426 shares — an estimated $1.73M sold.

Veritable first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $1.73M in Q2 2023. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • Veritable reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 19,426 Otis Worldwide shares in Q3 2023, an estimated $1.73M.
  • Veritable first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
  • Veritable's Otis Worldwide position peaked at $1.73M in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.