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Crawford Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Crawford Investment Counsel’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
Q1 		– Sell
-2,850
Closed -$248K – 282
2021
Q4 		$248K Sell
2,850
-144
-5% -$12.1K ﹤0.01% 266
2021
Q3 		$246K Buy
2,994
+67
+2% +$5.89K 0.01% 273
2021
Q2 		$239K Sell
2,927
-942
-24% -$72.5K ﹤0.01% 273
2021
Q1 		$265K Buy
3,869
+95
+3% +$6.21K 0.01% 257
2020
Q4 		$255K Sell
3,774
-3,036
-45% -$197K 0.01% 253
2020
Q3 		$425K Sell
6,810
-10,040
-60% -$614K 0.01% 216
2020
Q2 		$958K Buy
+16,850
New +$873K 0.03% 172

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Crawford Investment Counsel's OTIS Position: Q1 2022 in Review

Crawford Investment Counsel sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 2,850 shares — an estimated $248K sold.

Crawford Investment Counsel first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $958K in Q2 2020. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Crawford Investment Counsel reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Crawford Investment Counsel sold 2,850 Otis Worldwide shares in Q1 2022, an estimated $248K.
  • Crawford Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
  • Crawford Investment Counsel's Otis Worldwide position peaked at $958K in Q2 2020.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Crawford Investment Counsel's 13F filing for Q1 2022, filed 16 May 2022.