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Otis Worldwide Corp shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Otis Worldwide Corp

Tip: Access up to 7 years of quarterly data

All positions including Otis Worldwide Corp held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otis Worldwide Corp by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $851k 8.6k 99.27

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

Top funds holding Otis Worldwide Corp

Vanguard Group
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
Ubs Global Asset Management Americas

View all funds holding Otis Worldwide Corp