Bank of the West’s Otis Worldwide OTIS Stock Holding History

Bank of the West’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 Q4	$286K	Sell	3,650 -157	-4%	-$11.6K	0.03%	200
2022 Q3	$243K	Buy	3,807 +157	+4%	+$11.5K	0.03%	201
2022 Q2	$258K	Sell	3,650 -81	-2%	-$5.97K	0.03%	203
2022 Q1	$287K	Sell	3,731 -1,192	-24%	-$95.3K	0.03%	197
2021 Q4	$429K	Hold	4,923	–	–	0.04%	184
2021 Q3	$405K	Sell	4,923 -381	-7%	-$33.5K	0.04%	180
2021 Q2	$433K	Sell	5,304 -250	-5%	-$19.2K	0.04%	178
2021 Q1	$380K	Sell	5,554 -105	-2%	-$6.86K	0.04%	183
2020 Q4	$382K	Sell	5,659 -385	-6%	-$25K	0.04%	174
2020 Q3	$377K	Sell	6,044 -1,547	-20%	-$94.6K	0.05%	161
2020 Q2	$432K	Buy	+7,591	New	+$393K	0.06%	175

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of the West's OTIS Position: Q4 2022 in Review

Bank of the West reduced its Otis Worldwide (OTIS) stake by 4.1% in Q4 2022, selling an estimated $11.6K and leaving 3,650 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #200.

Bank of the West first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $433K in Q2 2021. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

Bank of the West held 3,650 shares of Otis Worldwide worth $286K as of Q4 2022.
Bank of the West sold 157 Otis Worldwide shares in Q4 2022, an estimated $11.6K.
Otis Worldwide made up 0.03% of Bank of the West's portfolio in Q4 2022, its #200 holding.
Bank of the West first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
Bank of the West's Otis Worldwide position peaked at $433K in Q2 2021.
1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.