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Baxter Bros Inc’s Otis Worldwide OTIS Stock Holding History

Baxter Bros Inc’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
Q1 		– Sell
-2,315
Closed -$202K – 130
2021
Q4 		$202K Buy
+2,315
New +$194K 0.03% 122
2020
Q3 		– Sell
-6,261
Closed -$356K – 115
2020
Q2 		$356K Buy
+6,261
New +$324K 0.08% 88

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
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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Baxter Bros Inc's OTIS Position: Q1 2022 in Review

Baxter Bros Inc sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,315 shares — an estimated $202K sold.

Baxter Bros Inc first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $356K in Q2 2020. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Baxter Bros Inc reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Baxter Bros Inc sold 2,315 Otis Worldwide shares in Q1 2022, an estimated $202K.
  • Baxter Bros Inc first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Baxter Bros Inc's Otis Worldwide position peaked at $356K in Q2 2020.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Baxter Bros Inc's 13F filing for Q1 2022, filed 20 Apr 2022.