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Otis Worldwide Corp shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Otis Worldwide Corp

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All positions including Otis Worldwide Corp held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otis Worldwide Corp by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $35k 384 92.12
2023-12-31 $43k 483 89.47
2023-09-30 $39k 483 80.31
2023-06-30 $46k 515 89.01
2022-12-31 $33k 410 79.65

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
Alliancebernstein
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Norges Bank Investment Management
Dodge & Cox
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Sarasin & Partners
Robeco Investment Management
Atlantic Trust
Mitsubishi UFJ Asset Management

View all funds holding Otis Worldwide Corp