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Mayflower Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Mayflower Financial Advisors’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
-5,664
Closed -$436K – 354
2022
Q1 		$436K Sell
5,664
-4,652
-45% -$372K 0.06% 221
2021
Q4 		$898K Buy
10,316
+187
+2% +$15.7K 0.12% 121
2021
Q3 		$855K Sell
10,129
-63
-0.6% -$5.54K 0.12% 125
2021
Q2 		$833K Sell
10,192
-1,529
-13% -$118K 0.11% 123
2021
Q1 		$802K Buy
11,721
+84
+0.7% +$5.49K 0.12% 116
2020
Q4 		$786K Buy
+11,637
New +$755K 0.14% 113

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

Mayflower Financial Advisors's OTIS Position: Q2 2022 in Review

Mayflower Financial Advisors sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 5,664 shares — an estimated $436K sold.

Mayflower Financial Advisors first reported a position in OTIS in Q4 2020 and held it in 6 quarters. The position peaked at $898K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Mayflower Financial Advisors reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Mayflower Financial Advisors sold 5,664 Otis Worldwide shares in Q2 2022, an estimated $436K.
  • Mayflower Financial Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 6 quarters.
  • Mayflower Financial Advisors's Otis Worldwide position peaked at $898K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Mayflower Financial Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.