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Wilen Investment Management’s Otis Worldwide OTIS Stock Holding History

Wilen Investment Management’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 		$60K Hold
946
– – 0.06% 71
2022
Q2 		$66K Hold
946
– – 0.06% 69
2022
Q1 		$72K Buy
+946
New +$75.6K 0.05% 70

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

Wilen Investment Management's OTIS Position: Q3 2022 in Review

Wilen Investment Management held its Otis Worldwide (OTIS) position steady in Q3 2022 at 946 shares worth $60K. The position accounts for 0.06% of the portfolio, ranked #71.

Wilen Investment Management first reported a position in OTIS in Q1 2022 and has held it in 3 quarters since. The position peaked at $72K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Wilen Investment Management held 946 shares of Otis Worldwide worth $60K as of Q3 2022.
  • Wilen Investment Management left its Otis Worldwide share count unchanged in Q3 2022.
  • Otis Worldwide made up 0.06% of Wilen Investment Management's portfolio in Q3 2022, its #71 holding.
  • Wilen Investment Management first reported a position in Otis Worldwide in Q1 2022 and has held it in 3 quarters since.
  • Wilen Investment Management's Otis Worldwide position peaked at $72K in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.