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Arcadia Investment Management’s Otis Worldwide OTIS Stock Holding History

Arcadia Investment Management’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
-37
Closed -$3K – 295
2022
Q1 		$3K Sell
37
-180
-83% -$14.4K ﹤0.01% 273
2021
Q4 		$19K Buy
+217
New +$18.2K ﹤0.01% 245
2021
Q2 		– Sell
-250
Closed -$17K – 308
2021
Q1 		$17K Hold
250
– – ﹤0.01% 249
2020
Q4 		$17K Hold
250
– – ﹤0.01% 227
2020
Q3 		$16K Hold
250
– – ﹤0.01% 245
2020
Q2 		$14K Buy
+250
New +$13K ﹤0.01% 240

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 $298B AUM 21.96% 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

Arcadia Investment Management's OTIS Position: Q2 2022 in Review

Arcadia Investment Management sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 37 shares — an estimated $3K sold.

Arcadia Investment Management first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Arcadia Investment Management reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Arcadia Investment Management sold 37 Otis Worldwide shares in Q2 2022, an estimated $3K.
  • Arcadia Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Arcadia Investment Management's Otis Worldwide position peaked at $19K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Arcadia Investment Management's 13F filing for Q2 2022, filed 21 Jul 2022.