Zeke Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Zeke Capital Advisors’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	$1.15M	Buy	+14,738	New	+$1.09M	0.08%	126

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

Zeke Capital Advisors's OTIS Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Otis Worldwide (OTIS) in Q4 2022: 14,738 shares worth $1.15M. The stake represents 0.08% of the portfolio and ranks #126 among its holdings.

1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Zeke Capital Advisors held 14,738 shares of Otis Worldwide worth $1.15M as of Q4 2022.
Otis Worldwide was a new Zeke Capital Advisors position in Q4 2022.
Otis Worldwide made up 0.08% of Zeke Capital Advisors's portfolio in Q4 2022, its #126 holding.
1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.