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Cordant Inc’s Otis Worldwide OTIS Stock Holding History

Cordant Inc’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
Q2 		– Sell
-43
Closed -$3K – 906
2022
Q1 		$3K Buy
+43
New +$3.44K ﹤0.01% 517
2021
Q4 		– Sell
-1
Closed – – 273
2021
Q3 		$0 Sell
1
-43
-98% -$3.78K ﹤0.01% 379
2021
Q2 		$4K Buy
+44
New +$3.39K ﹤0.01% 87

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cordant Inc's OTIS Position: Q2 2022 in Review

Cordant Inc sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 43 shares — an estimated $3K sold.

Cordant Inc first reported a position in OTIS in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Cordant Inc reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Cordant Inc sold 43 Otis Worldwide shares in Q2 2022, an estimated $3K.
  • Cordant Inc first reported a position in Otis Worldwide in Q2 2021 and held it in 3 quarters.
  • Cordant Inc's Otis Worldwide position peaked at $4K in Q2 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Cordant Inc's 13F filing for Q2 2022, filed 17 Aug 2022.