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Warther Private Wealth’s Otis Worldwide OTIS Stock Holding History

Warther Private Wealth’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
-2,843
Closed -$204K – 99
2022
Q2 		$204K Sell
2,843
-1,812
-39% -$133K 0.15% 105
2022
Q1 		$355K Sell
4,655
-23
-0.5% -$1.84K 0.23% 97
2021
Q4 		$400K Sell
4,678
-13
-0.3% -$1.09K 0.3% 79
2021
Q3 		$387K Sell
4,691
-3
-0.1% -$264 0.35% 78
2021
Q2 		$385K Buy
+4,694
New +$361K 0.37% 68

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Warther Private Wealth's OTIS Position: Q3 2022 in Review

Warther Private Wealth sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 2,843 shares — an estimated $204K sold.

Warther Private Wealth first reported a position in OTIS in Q2 2021 and held it in 5 quarters. The position peaked at $400K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Warther Private Wealth reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Warther Private Wealth sold 2,843 Otis Worldwide shares in Q3 2022, an estimated $204K.
  • Warther Private Wealth first reported a position in Otis Worldwide in Q2 2021 and held it in 5 quarters.
  • Warther Private Wealth's Otis Worldwide position peaked at $400K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Warther Private Wealth's 13F filing for Q3 2022, filed 16 Nov 2022.