Waters Parkerson & Co’s Otis Worldwide OTIS Stock Holding History

Waters Parkerson & Co’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 Q2	–	Sell	-3,984	Closed	-$336K	–	178
2023 Q1	$336K	Sell	3,984 -650	-14%	-$53.8K	0.02%	137
2022 Q4	$363K	Sell	4,634 -3,646	-44%	-$269K	0.02%	132
2022 Q3	$528K	Hold	8,280	–	–	0.04%	110
2022 Q2	$585K	Hold	8,280	–	–	0.04%	107
2022 Q1	$637K	Sell	8,280 -57	-0.7%	-$4.56K	0.04%	114
2021 Q4	$726K	Sell	8,337 -6,534	-44%	-$547K	0.04%	108
2021 Q3	$1.22M	Hold	14,871	–	–	0.07%	90
2021 Q2	$1.22M	Hold	14,871	–	–	0.07%	90
2021 Q1	$1.02M	Sell	14,871 -800	-5%	-$52.3K	0.06%	87
2020 Q4	$1.06M	Sell	15,671 -1,265	-7%	-$82.1K	0.07%	86
2020 Q3	$1.06M	Sell	16,936 -1,600	-9%	-$97.9K	0.08%	79
2020 Q2	$1.05M	Buy	+18,536	New	+$960K	0.09%	78

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waters Parkerson & Co's OTIS Position: Q2 2023 in Review

Waters Parkerson & Co sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 3,984 shares — an estimated $336K sold.

Waters Parkerson & Co first reported a position in OTIS in Q2 2020 and held it in 12 quarters. The position peaked at $1.22M in Q3 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

Waters Parkerson & Co reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
Waters Parkerson & Co sold 3,984 Otis Worldwide shares in Q2 2023, an estimated $336K.
Waters Parkerson & Co first reported a position in Otis Worldwide in Q2 2020 and held it in 12 quarters.
Waters Parkerson & Co's Otis Worldwide position peaked at $1.22M in Q3 2021.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Waters Parkerson & Co's 13F filing for Q2 2023, filed 14 Aug 2023.