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Wealth Quarterback’s Otis Worldwide OTIS Stock Holding History

Wealth Quarterback’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
2021
Q3 		$24K Buy
281
+2
+0.7% +$176 0.02% 334
2021
Q2 		$23K Buy
+279
New +$21.5K 0.01% 330

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Quarterback's OTIS Position: Q3 2021 in Review

Wealth Quarterback increased its Otis Worldwide (OTIS) stake by 0.72% in Q3 2021, buying an estimated $176 and bringing the position to 281 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #334.

Wealth Quarterback first reported a position in OTIS in Q2 2021 and has held it in 2 quarters since. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Wealth Quarterback held 281 shares of Otis Worldwide worth $24K as of Q3 2021.
  • Wealth Quarterback bought 2 Otis Worldwide shares in Q3 2021, an estimated $176.
  • Otis Worldwide made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #334 holding.
  • Wealth Quarterback first reported a position in Otis Worldwide in Q2 2021 and has held it in 2 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.