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SlateStone Wealth, LLC

SEC CIK
0001764049
Latest filing
Jul 20, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by SlateStone Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of OTIS by SlateStone Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−3,589−100.0%Sold outHolders
Q4 20223,589$281.1K0.1%−100−2.7%ReducedHolders
Q3 20223,689$235.0K0.1%00.0%UnchangedHolders
Q2 20223,689$261.0K0.1%−332−8.3%ReducedHolders
Q1 20224,021$309.0K0.1%00.0%UnchangedHolders
Q4 20214,021$350.0K0.1%+1,045+35.1%AddedHolders
Q3 20212,976$245.0K0.1%00.0%UnchangedHolders
Q2 20212,976$243.0K0.1%00.0%UnchangedHolders
Q1 20212,976$204.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.