Carroll Financial Associates’s Otis Worldwide OTIS Stock Holding History

Carroll Financial Associates’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	$363K	Buy	4,196 +18	+0.4%	+$1.51K	0.02%	285
2021 Q3	$343K	Sell	4,178 -525	-11%	-$46.2K	0.02%	294
2021 Q2	$384K	Sell	4,703 -165	-3%	-$12.7K	0.02%	285
2021 Q1	$333K	Sell	4,868 -356	-7%	-$23.3K	0.02%	302
2020 Q4	$352K	Sell	5,224 -743	-12%	-$48.2K	0.02%	276
2020 Q3	$372K	Sell	5,967 -405	-6%	-$24.8K	0.03%	256
2020 Q2	$362K	Buy	+6,372	New	+$330K	0.03%	260

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carroll Financial Associates's OTIS Position: Q4 2021 in Review

Carroll Financial Associates increased its Otis Worldwide (OTIS) stake by 0.43% in Q4 2021, buying an estimated $1.51K and bringing the position to 4,196 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #285.

Carroll Financial Associates first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $384K in Q2 2021. 1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

Carroll Financial Associates held 4,196 shares of Otis Worldwide worth $363K as of Q4 2021.
Carroll Financial Associates bought 18 Otis Worldwide shares in Q4 2021, an estimated $1.51K.
Otis Worldwide made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #285 holding.
Carroll Financial Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
Carroll Financial Associates's Otis Worldwide position peaked at $384K in Q2 2021.
1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.