World Equity Group’s Otis Worldwide OTIS Stock Holding History

World Equity Group’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	-16,489	Closed	-$216K	–	491
2023 Q1	$216K	Buy	+16,489	New	+$1.36M	0.03%	451

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 $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.26T AUM 61.52% 1-Year Est. Return

World Equity Group's OTIS Position: Q2 2023 in Review

World Equity Group sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 16,489 shares — an estimated $216K sold.

World Equity Group first reported a position in OTIS in Q1 2023 and held it in 1 quarter. The position peaked at $216K in Q1 2023. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

World Equity Group reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 16,489 Otis Worldwide shares in Q2 2023, an estimated $216K.
World Equity Group first reported a position in Otis Worldwide in Q1 2023 and held it in 1 quarter.
World Equity Group's Otis Worldwide position peaked at $216K in Q1 2023.
1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.