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IBM Retirement Fund’s Otis Worldwide OTIS Stock Holding History

IBM Retirement Fund’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
-6,790
Closed -$522K – 341
2022
Q1 		$522K Sell
6,790
-363
-5% -$29K 0.07% 247
2021
Q4 		$623K Sell
7,153
-4,968
-41% -$416K 0.08% 238
2021
Q3 		$997K Hold
12,121
– – 0.08% 230
2021
Q2 		$991K Sell
12,121
-1,789
-13% -$138K 0.08% 232
2021
Q1 		$952K Sell
13,910
-1,235
-8% -$80.7K 0.07% 264
2020
Q4 		$1.02M Buy
15,145
+1,131
+8% +$73.4K 0.07% 254
2020
Q3 		$875K Buy
14,014
+3,724
+36% +$228K 0.08% 225
2020
Q2 		$585K Buy
+10,290
New +$533K 0.08% 233

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

IBM Retirement Fund's OTIS Position: Q2 2022 in Review

IBM Retirement Fund sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 6,790 shares — an estimated $522K sold.

IBM Retirement Fund first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $1.02M in Q4 2020. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • IBM Retirement Fund reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 6,790 Otis Worldwide shares in Q2 2022, an estimated $522K.
  • IBM Retirement Fund first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • IBM Retirement Fund's Otis Worldwide position peaked at $1.02M in Q4 2020.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.