YorkBridge Wealth Partners’s Otis Worldwide OTIS Stock Holding History

YorkBridge Wealth Partners’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 Q4	$290K	Sell	3,704 -2,580	-41%	-$190K	0.07%	198
2022 Q3	$401K	Buy	6,284 +220	+4%	+$16.1K	0.1%	138
2022 Q2	$429K	Buy	6,064 +268	+5%	+$19.7K	0.11%	140
2022 Q1	$446K	Sell	5,796 -89	-2%	-$7.11K	0.1%	157
2021 Q4	$512K	Sell	5,885 -52	-0.9%	-$4.35K	0.11%	137
2021 Q3	$488K	Sell	5,937 -64	-1%	-$5.63K	0.12%	132
2021 Q2	$491K	Buy	6,001 +338	+6%	+$26K	0.13%	126
2021 Q1	$388K	Buy	5,663 +429	+8%	+$28K	0.11%	145
2020 Q4	$354K	Sell	5,234 -964	-16%	-$62.5K	0.12%	135
2020 Q3	$387K	Buy	6,198 +2	+0%	+$122	0.16%	110
2020 Q2	$352K	Buy	+6,196	New	+$321K	0.16%	112

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's OTIS Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Otis Worldwide (OTIS) stake by 41% in Q4 2022, selling an estimated $190K and leaving 3,704 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #198.

YorkBridge Wealth Partners first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $512K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

YorkBridge Wealth Partners held 3,704 shares of Otis Worldwide worth $290K as of Q4 2022.
YorkBridge Wealth Partners sold 2,580 Otis Worldwide shares in Q4 2022, an estimated $190K.
Otis Worldwide made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #198 holding.
YorkBridge Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
YorkBridge Wealth Partners's Otis Worldwide position peaked at $512K in Q4 2021.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.