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Freedman Financial Associates’s Otis Worldwide OTIS Stock Holding History

Freedman Financial Associates’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
-664
Closed -$51K – 292
2022
Q1 		$51K Hold
664
– – 0.04% 196
2021
Q4 		$58K Sell
664
-6
-0.9% -$502 0.04% 181
2021
Q3 		$55K Buy
670
+6
+0.9% +$528 0.04% 182
2021
Q2 		$54K Hold
664
– – 0.04% 184
2021
Q1 		$45K Hold
664
– – 0.04% 206
2020
Q4 		$45K Buy
+664
New +$43.1K 0.04% 194

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

Freedman Financial Associates's OTIS Position: Q2 2022 in Review

Freedman Financial Associates sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 664 shares — an estimated $51K sold.

Freedman Financial Associates first reported a position in OTIS in Q4 2020 and held it in 6 quarters. The position peaked at $58K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Freedman Financial Associates reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 664 Otis Worldwide shares in Q2 2022, an estimated $51K.
  • Freedman Financial Associates first reported a position in Otis Worldwide in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Otis Worldwide position peaked at $58K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.