ZIG
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Zullo Investment Group’s Otis Worldwide OTIS Stock Holding History

Zullo Investment 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
Q1 		– Sell
-30
Closed -$2.35K – 523
2022
Q4 		$2.35K Sell
30
-6
-17% -$443 ﹤0.01% 679
2022
Q3 		$2K Hold
36
– – ﹤0.01% 705
2022
Q2 		$3K Hold
36
– – ﹤0.01% 685
2022
Q1 		$3K Sell
36
-49
-58% -$3.92K ﹤0.01% 713
2021
Q4 		$7K Buy
+85
New +$7.12K ﹤0.01% 608

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zullo Investment Group's OTIS Position: Q1 2023 in Review

Zullo Investment Group sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 30 shares — an estimated $2.35K sold.

Zullo Investment Group first reported a position in OTIS in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Zullo Investment Group reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 30 Otis Worldwide shares in Q1 2023, an estimated $2.35K.
  • Zullo Investment Group first reported a position in Otis Worldwide in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Otis Worldwide position peaked at $7K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.