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Collective Family Office’s Otis Worldwide OTIS Stock Holding History

Collective Family Office’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
-4,255
Closed -$301K – 192
2022
Q2 		$301K Buy
4,255
+16
+0.4% +$1.18K 0.13% 149
2022
Q1 		$326K Sell
4,239
-9
-0.2% -$719 0.12% 148
2021
Q4 		$370K Sell
4,248
-471
-10% -$39.4K 0.15% 133
2021
Q3 		$388K Sell
4,719
-757
-14% -$66.6K 0.17% 123
2021
Q2 		$448K Hold
5,476
– – 0.19% 116
2021
Q1 		$375K Buy
5,476
+407
+8% +$26.6K 0.18% 126
2020
Q4 		$342K Buy
+5,069
New +$329K 0.19% 120

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

Collective Family Office's OTIS Position: Q3 2022 in Review

Collective Family Office sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 4,255 shares — an estimated $301K sold.

Collective Family Office first reported a position in OTIS in Q4 2020 and held it in 7 quarters. The position peaked at $448K in Q2 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Collective Family Office reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Collective Family Office sold 4,255 Otis Worldwide shares in Q3 2022, an estimated $301K.
  • Collective Family Office first reported a position in Otis Worldwide in Q4 2020 and held it in 7 quarters.
  • Collective Family Office's Otis Worldwide position peaked at $448K in Q2 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Collective Family Office's 13F filing for Q3 2022, filed 14 Oct 2022.