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Citizens Business Bank’s Otis Worldwide OTIS Stock Holding History

Citizens Business 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
2022
Q3 		– Sell
-3,400
Closed -$240K – 203
2022
Q2 		$240K Hold
3,400
– – 0.03% 230
2022
Q1 		$262K Hold
3,400
– – 0.03% 234
2021
Q4 		$296K Hold
3,400
– – 0.04% 231
2021
Q3 		$280K Hold
3,400
– – 0.04% 223
2021
Q2 		$278K Hold
3,400
– – 0.04% 227
2021
Q1 		$233K Sell
3,400
-50
-1% -$3.27K 0.03% 229
2020
Q4 		$233K Hold
3,450
– – 0.03% 226
2020
Q3 		$215K Buy
+3,450
New +$211K 0.04% 217

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

Citizens Business Bank's OTIS Position: Q3 2022 in Review

Citizens Business Bank sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 3,400 shares — an estimated $240K sold.

Citizens Business Bank first reported a position in OTIS in Q3 2020 and held it in 8 quarters. The position peaked at $296K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Citizens Business Bank reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Citizens Business Bank sold 3,400 Otis Worldwide shares in Q3 2022, an estimated $240K.
  • Citizens Business Bank first reported a position in Otis Worldwide in Q3 2020 and held it in 8 quarters.
  • Citizens Business Bank's Otis Worldwide position peaked at $296K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Citizens Business Bank's 13F filing for Q3 2022, filed 4 Nov 2022.