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Meristem Family Wealth’s Otis Worldwide OTIS Stock Holding History

Meristem Family Wealth’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
Q1 		$372K Sell
4,838
-1,157
-19% -$92.5K 0.04% 233
2021
Q4 		$522K Sell
5,995
-17
-0.3% -$1.42K 0.04% 218
2021
Q3 		$495K Buy
6,012
+1,265
+27% +$111K 0.05% 227
2021
Q2 		$388K Buy
+4,747
New +$365K 0.06% 206

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Meristem Family Wealth's OTIS Position: Q1 2022 in Review

Meristem Family Wealth reduced its Otis Worldwide (OTIS) stake by 19% in Q1 2022, selling an estimated $92.5K and leaving 4,838 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #233.

Meristem Family Wealth first reported a position in OTIS in Q2 2021 and has held it in 4 quarters since. The position peaked at $522K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Meristem Family Wealth held 4,838 shares of Otis Worldwide worth $372K as of Q1 2022.
  • Meristem Family Wealth sold 1,157 Otis Worldwide shares in Q1 2022, an estimated $92.5K.
  • Otis Worldwide made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #233 holding.
  • Meristem Family Wealth first reported a position in Otis Worldwide in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Otis Worldwide position peaked at $522K in Q4 2021.
  • 1,145 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.