CAG
OTIS icon

Csenge Advisory Group’s Otis Worldwide OTIS Stock Holding History

Csenge Advisory Group’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
-4,369
Closed -$359K – 682
2021
Q4 		$359K Sell
4,369
-12
-0.3% -$1K 0.03% 416
2021
Q3 		$361K Buy
4,381
+12
+0.3% +$1.05K 0.03% 431
2021
Q2 		$359K Sell
4,369
-73
-2% -$5.62K 0.03% 417
2021
Q1 		$314K Sell
4,442
-40
-0.9% -$2.62K 0.03% 375
2020
Q4 		$303K Sell
4,482
-542
-11% -$35.2K 0.04% 319
2020
Q3 		$321K Buy
+5,024
New +$307K 0.04% 292

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

Csenge Advisory Group's OTIS Position: Q1 2022 in Review

Csenge Advisory Group sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 4,369 shares — an estimated $359K sold.

Csenge Advisory Group first reported a position in OTIS in Q3 2020 and held it in 6 quarters. The position peaked at $361K in Q3 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Csenge Advisory Group reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 4,369 Otis Worldwide shares in Q1 2022, an estimated $359K.
  • Csenge Advisory Group first reported a position in Otis Worldwide in Q3 2020 and held it in 6 quarters.
  • Csenge Advisory Group's Otis Worldwide position peaked at $361K in Q3 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.