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Berkshire Bank’s Otis Worldwide OTIS Stock Holding History

Berkshire Bank’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
-2,478
Closed -$204K – 133
2021
Q3 		$204K Hold
2,478
– – 0.05% 122
2021
Q2 		$202K Buy
+2,478
New +$191K 0.05% 125
2021
Q1 		– Sell
-5,136
Closed -$347K – 125
2020
Q4 		$347K Sell
5,136
-264
-5% -$17.1K 0.09% 110
2020
Q3 		$337K Buy
+5,400
New +$330K 0.09% 112

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

Berkshire Bank's OTIS Position: Q4 2021 in Review

Berkshire Bank sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 2,478 shares — an estimated $204K sold.

Berkshire Bank first reported a position in OTIS in Q3 2020 and held it in 4 quarters. The position peaked at $347K in Q4 2020. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Berkshire Bank reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Berkshire Bank sold 2,478 Otis Worldwide shares in Q4 2021, an estimated $204K.
  • Berkshire Bank first reported a position in Otis Worldwide in Q3 2020 and held it in 4 quarters.
  • Berkshire Bank's Otis Worldwide position peaked at $347K in Q4 2020.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Berkshire Bank's 13F filing for Q4 2021, filed 28 Jan 2022.