CCB
OTIS icon

Cutter & Co Brokerage’s Otis Worldwide OTIS Stock Holding History

Cutter & Co Brokerage’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
-2,639
Closed -$203K – 238
2022
Q1 		$203K Sell
2,639
-2,444
-48% -$195K 0.06% 211
2021
Q4 		$443K Buy
5,083
+315
+7% +$26.4K 0.12% 142
2021
Q3 		$392K Buy
4,768
+59
+1% +$5.19K 0.09% 184
2021
Q2 		$385K Buy
4,709
+624
+15% +$48K 0.09% 185
2021
Q1 		$280K Buy
4,085
+866
+27% +$56.6K 0.07% 222
2020
Q4 		$217K Buy
+3,219
New +$209K 0.06% 237

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

Cutter & Co Brokerage's OTIS Position: Q2 2022 in Review

Cutter & Co Brokerage sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 2,639 shares — an estimated $203K sold.

Cutter & Co Brokerage first reported a position in OTIS in Q4 2020 and held it in 6 quarters. The position peaked at $443K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Cutter & Co Brokerage reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Cutter & Co Brokerage sold 2,639 Otis Worldwide shares in Q2 2022, an estimated $203K.
  • Cutter & Co Brokerage first reported a position in Otis Worldwide in Q4 2020 and held it in 6 quarters.
  • Cutter & Co Brokerage's Otis Worldwide position peaked at $443K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Cutter & Co Brokerage's 13F filing for Q2 2022, filed 28 Jul 2022.