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AGF Investments LLC’s Otis Worldwide OTIS Stock Holding History

AGF Investments LLC’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
2022
Q2 		– Sell
-10,722
Closed -$825K – 451
2022
Q1 		$825K Buy
10,722
+1,042
+11% +$83.3K 0.07% 176
2021
Q4 		$843K Buy
9,680
+2,924
+43% +$245K 0.07% 123
2021
Q3 		$556K Sell
6,756
-1,071
-14% -$94.2K 0.05% 212
2021
Q2 		$640K Buy
+7,827
New +$602K 0.07% 107

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Investments LLC's OTIS Position: Q2 2022 in Review

AGF Investments LLC sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 10,722 shares — an estimated $825K sold.

AGF Investments LLC first reported a position in OTIS in Q2 2021 and held it in 4 quarters. The position peaked at $843K in Q4 2021. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • AGF Investments LLC reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • AGF Investments LLC sold 10,722 Otis Worldwide shares in Q2 2022, an estimated $825K.
  • AGF Investments LLC first reported a position in Otis Worldwide in Q2 2021 and held it in 4 quarters.
  • AGF Investments LLC's Otis Worldwide position peaked at $843K in Q4 2021.
  • 1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on AGF Investments LLC's 13F filing for Q2 2022, filed 12 Aug 2022.