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Argent Capital Management’s Otis Worldwide OTIS Stock Holding History

Argent Capital 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
-3,330
Closed -$256K – 183
2022
Q1 		$256K Hold
3,330
– – 0.01% 170
2021
Q4 		$290K Hold
3,330
– – 0.01% 172
2021
Q3 		$274K Hold
3,330
– – 0.01% 174
2021
Q2 		$272K Hold
3,330
– – 0.01% 176
2021
Q1 		$228K Hold
3,330
– – 0.01% 182
2020
Q4 		$225K Hold
3,330
– – 0.01% 189
2020
Q3 		$208K Buy
+3,330
New +$204K 0.01% 198

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

Argent Capital Management's OTIS Position: Q2 2022 in Review

Argent Capital Management sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 3,330 shares — an estimated $256K sold.

Argent Capital Management first reported a position in OTIS in Q3 2020 and held it in 7 quarters. The position peaked at $290K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Argent Capital Management reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Argent Capital Management sold 3,330 Otis Worldwide shares in Q2 2022, an estimated $256K.
  • Argent Capital Management first reported a position in Otis Worldwide in Q3 2020 and held it in 7 quarters.
  • Argent Capital Management's Otis Worldwide position peaked at $290K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Argent Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.