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Better Money Decisions’s Otis Worldwide OTIS Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-200
Closed -$14K – 317
2022
Q2 		$14K Buy
+200
New +$14.7K 0.01% 273
2021
Q4 		– Sell
-351
Closed -$29K – 417
2021
Q3 		$29K Sell
351
-50
-12% -$4.4K 0.02% 224
2021
Q2 		$33K Sell
401
-62
-13% -$4.77K 0.03% 194
2021
Q1 		$32K Buy
+463
New +$30.3K 0.03% 165

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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Better Money Decisions's OTIS Position: Q3 2022 in Review

Better Money Decisions sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 200 shares — an estimated $14K sold.

Better Money Decisions first reported a position in OTIS in Q1 2021 and held it in 4 quarters. The position peaked at $33K in Q2 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Better Money Decisions reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 200 Otis Worldwide shares in Q3 2022, an estimated $14K.
  • Better Money Decisions first reported a position in Otis Worldwide in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Otis Worldwide position peaked at $33K in Q2 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.