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Associated Banc-Corp’s Otis Worldwide OTIS Stock Holding History

Associated Banc-Corp’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
-2,640
Closed -$204K – 322
2022
Q1 		$204K Sell
2,640
-12
-0.5% -$959 0.01% 311
2021
Q4 		$231K Buy
2,652
+12
+0.5% +$1K 0.01% 309
2021
Q3 		$218K Sell
2,640
-21
-0.8% -$1.85K 0.01% 309
2021
Q2 		$217K Buy
+2,661
New +$205K 0.01% 310
2021
Q1 		– Sell
-4,833
Closed -$326K – 688
2020
Q4 		$326K Sell
4,833
-6,876
-59% -$446K 0.01% 309
2020
Q3 		$731K Sell
11,709
-2,394
-17% -$146K 0.03% 223
2020
Q2 		$802K Buy
+14,103
New +$731K 0.04% 218

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

Associated Banc-Corp's OTIS Position: Q2 2022 in Review

Associated Banc-Corp sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 2,640 shares — an estimated $204K sold.

Associated Banc-Corp first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $802K in Q2 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Associated Banc-Corp reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Associated Banc-Corp sold 2,640 Otis Worldwide shares in Q2 2022, an estimated $204K.
  • Associated Banc-Corp first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
  • Associated Banc-Corp's Otis Worldwide position peaked at $802K in Q2 2020.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Associated Banc-Corp's 13F filing for Q2 2022, filed 10 Aug 2022.