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Matthew Goff Investment Advisor’s Otis Worldwide OTIS Stock Holding History

Matthew Goff Investment Advisor’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
2021
Q4 		– Sell
-17,908
Closed -$1.47M – 89
2021
Q3 		$1.47M Sell
17,908
-78
-0.4% -$6.86K 0.36% 45
2021
Q2 		$1.47M Buy
17,986
+239
+1% +$18.4K 0.37% 49
2021
Q1 		$1.22M Sell
17,747
-587
-3% -$38.4K 0.34% 52
2020
Q4 		$1.24M Sell
18,334
-170
-0.9% -$11K 0.37% 47
2020
Q3 		$1.16M Sell
18,504
-1,137
-6% -$69.5K 0.37% 44
2020
Q2 		$1.12M Buy
+19,641
New +$1.02M 0.37% 46

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Matthew Goff Investment Advisor's OTIS Position: Q4 2021 in Review

Matthew Goff Investment Advisor sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 17,908 shares — an estimated $1.47M sold.

Matthew Goff Investment Advisor first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $1.47M in Q3 2021. 1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Matthew Goff Investment Advisor reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 17,908 Otis Worldwide shares in Q4 2021, an estimated $1.47M.
  • Matthew Goff Investment Advisor first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Matthew Goff Investment Advisor's Otis Worldwide position peaked at $1.47M in Q3 2021.
  • 1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2021, filed 18 Jan 2022.