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Bedel Financial Consulting’s Otis Worldwide OTIS Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-927
Closed -$71K – 666
2022
Q1 		$71K Sell
927
-7
-0.7% -$559 0.02% 334
2021
Q4 		$81K Sell
934
-193
-17% -$16.2K 0.03% 314
2021
Q3 		$93K Hold
1,127
– – 0.03% 285
2021
Q2 		$92K Hold
1,127
– – 0.03% 289
2021
Q1 		$77K Sell
1,127
-4
-0.4% -$261 0.03% 302
2020
Q4 		$76K Hold
1,131
– – 0.03% 264
2020
Q3 		$71K Hold
1,131
– – 0.04% 253
2020
Q2 		$64K Buy
+1,131
New +$58.6K 0.03% 257

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Bedel Financial Consulting's OTIS Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 927 shares — an estimated $71K sold.

Bedel Financial Consulting first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $93K in Q3 2021. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 927 Otis Worldwide shares in Q2 2022, an estimated $71K.
  • Bedel Financial Consulting first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • Bedel Financial Consulting's Otis Worldwide position peaked at $93K in Q3 2021.
  • 1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.