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Baystate Wealth Management’s Otis Worldwide OTIS Stock Holding History

Baystate Wealth 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
2023
Q4 		$86.3K Buy
964
+138
+17% +$11.5K 0.01% 295
2023
Q3 		$66.4K Buy
826
+150
+22% +$12.8K 0.01% 301
2023
Q2 		$60.2K Buy
676
+25
+4% +$2.11K ﹤0.01% 310
2023
Q1 		$55K Sell
651
-12
-2% -$993 ﹤0.01% 322
2022
Q4 		$52K Buy
663
+70
+12% +$5.17K ﹤0.01% 323
2022
Q3 		$38K Sell
593
-454
-43% -$33.2K ﹤0.01% 338
2022
Q2 		$74K Buy
1,047
+80
+8% +$5.89K 0.01% 274
2022
Q1 		$74K Buy
967
+1
+0.1% +$80 0.01% 279
2021
Q4 		$84K Sell
966
-5
-0.5% -$419 0.01% 262
2021
Q3 		$80K Buy
971
+1
+0.1% +$88 0.01% 246
2021
Q2 		$79K Sell
970
-13
-1% -$1K 0.01% 234
2021
Q1 		$67K Buy
983
+377
+62% +$24.6K 0.01% 233
2020
Q4 		$41K Sell
606
-511
-46% -$33.1K ﹤0.01% 267
2020
Q3 		$70K Buy
1,117
+167
+18% +$10.2K 0.01% 187
2020
Q2 		$54K Buy
+950
New +$49.2K 0.01% 217

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Baystate Wealth Management's OTIS Position: Q4 2023 in Review

Baystate Wealth Management increased its Otis Worldwide (OTIS) stake by 17% in Q4 2023, buying an estimated $11.5K and bringing the position to 964 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #295.

Baystate Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Baystate Wealth Management held 964 shares of Otis Worldwide worth $86.3K as of Q4 2023.
  • Baystate Wealth Management bought 138 Otis Worldwide shares in Q4 2023, an estimated $11.5K.
  • Otis Worldwide made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #295 holding.
  • Baystate Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.