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Elmwood Wealth Management’s Otis Worldwide OTIS Stock Holding History

Elmwood Wealth Management’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
-319
Closed -$28K – 250
2021
Q4 		$28K Buy
+319
New +$26.7K 0.01% 228
2021
Q2 		$30K Hold
369
– – 0.02% 195
2021
Q1 		$25K Buy
+369
New +$24.1K 0.02% 200
2020
Q3 		$61K Hold
1,075
– – 0.05% 122
2020
Q2 		$61K Buy
+1,075
New +$55.7K 0.05% 122

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

Elmwood Wealth Management's OTIS Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 319 shares — an estimated $28K sold.

Elmwood Wealth Management first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $61K in Q3 2020. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 319 Otis Worldwide shares in Q1 2022, an estimated $28K.
  • Elmwood Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's Otis Worldwide position peaked at $61K in Q3 2020.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.