BU
OTIS icon

BBVA USA’s Otis Worldwide OTIS Stock Holding History

BBVA USA’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
Q3 		$382K Sell
4,636
-857
-16% -$75.4K 0.02% 364
2021
Q2 		$449K Buy
+5,493
New +$423K 0.03% 358

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BBVA USA's OTIS Position: Q3 2021 in Review

BBVA USA reduced its Otis Worldwide (OTIS) stake by 16% in Q3 2021, selling an estimated $75.4K and leaving 4,636 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #364.

BBVA USA first reported a position in OTIS in Q2 2021 and has held it in 2 quarters since. The position peaked at $449K in Q2 2021. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • BBVA USA held 4,636 shares of Otis Worldwide worth $382K as of Q3 2021.
  • BBVA USA sold 857 Otis Worldwide shares in Q3 2021, an estimated $75.4K.
  • Otis Worldwide made up 0.02% of BBVA USA's portfolio in Q3 2021, its #364 holding.
  • BBVA USA first reported a position in Otis Worldwide in Q2 2021 and has held it in 2 quarters since.
  • BBVA USA's Otis Worldwide position peaked at $449K in Q2 2021.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.