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First Bank & Trust’s Otis Worldwide OTIS Stock Holding History

First Bank & Trust’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
Q3 		– Sell
-1,557
Closed -$110K – 401
2022
Q2 		$110K Buy
1,557
+138
+10% +$10.2K 0.04% 242
2022
Q1 		$109K Buy
1,419
+107
+8% +$8.55K 0.03% 246
2021
Q4 		$114K Buy
1,312
+58
+5% +$4.86K 0.05% 234
2021
Q3 		$103K Buy
1,254
+62
+5% +$5.45K 0.05% 229
2021
Q2 		$97K Buy
1,192
+137
+13% +$10.5K 0.05% 233
2021
Q1 		$72K Buy
1,055
+462
+78% +$30.2K 0.04% 245
2020
Q4 		$40K Buy
593
+16
+3% +$1.04K 0.03% 269
2020
Q3 		$36K Sell
577
-12
-2% -$734 0.02% 264
2020
Q2 		$33K Buy
+589
New +$30.5K 0.02% 256

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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Bank & Trust's OTIS Position: Q3 2022 in Review

First Bank & Trust sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 1,557 shares — an estimated $110K sold.

First Bank & Trust first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $114K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • First Bank & Trust reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • First Bank & Trust sold 1,557 Otis Worldwide shares in Q3 2022, an estimated $110K.
  • First Bank & Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
  • First Bank & Trust's Otis Worldwide position peaked at $114K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.