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Barrett Asset Management’s Otis Worldwide OTIS Stock Holding History

Barrett Asset 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
2021
Q4 		– Sell
-37
Closed -$3K – 633
2021
Q3 		$3K Hold
37
– – ﹤0.01% 469
2021
Q2 		$3K Sell
37
-123
-77% -$9.47K ﹤0.01% 448
2021
Q1 		$11K Buy
160
+93
+139% +$6.08K ﹤0.01% 380
2020
Q4 		$5K Hold
67
– – ﹤0.01% 374
2020
Q3 		$4K Sell
67
-274
-80% -$16.8K ﹤0.01% 360
2020
Q2 		$19K Buy
+341
New +$17.7K ﹤0.01% 309

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrett Asset Management's OTIS Position: Q4 2021 in Review

Barrett Asset Management sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 37 shares — an estimated $3K sold.

Barrett Asset Management first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2020. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Barrett Asset Management reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Barrett Asset Management sold 37 Otis Worldwide shares in Q4 2021, an estimated $3K.
  • Barrett Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Barrett Asset Management's Otis Worldwide position peaked at $19K in Q2 2020.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.