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Otis Worldwide Corp shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors investment in Otis Worldwide Corp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Otis Worldwide Corp by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 167 99.27
2023-12-31 $15k 167 89.47
2023-09-30 $13k 167 80.31
2023-06-30 $15k 167 89.01
2023-03-31 $14k 167 84.40
2022-12-31 $13k 167 78.31

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy 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
Ubs Global Asset Management Americas
Mitsubishi UFJ Asset Management
Wellington Management Company

View all funds holding Otis Worldwide Corp