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Next Financial Group’s Otis Worldwide OTIS Stock Holding History

Next Financial Group’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 		$277K Sell
3,185
-5
-0.2% -$419 0.02% 759
2021
Q3 		$263K Buy
3,190
+261
+9% +$22.9K 0.02% 719
2021
Q2 		$239K Sell
2,929
-219
-7% -$16.9K 0.02% 761
2021
Q1 		$216K Sell
3,148
-91
-3% -$5.95K 0.02% 743
2020
Q4 		$219K Sell
3,239
-85
-3% -$5.51K 0.02% 687
2020
Q3 		$208K Buy
+3,324
New +$203K 0.02% 604

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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 $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's OTIS Position: Q4 2021 in Review

Next Financial Group reduced its Otis Worldwide (OTIS) stake by 0.16% in Q4 2021, selling an estimated $419 and leaving 3,185 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #759.

Next Financial Group first reported a position in OTIS in Q3 2020 and has held it in 6 quarters since. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • Next Financial Group held 3,185 shares of Otis Worldwide worth $277K as of Q4 2021.
  • Next Financial Group sold 5 Otis Worldwide shares in Q4 2021, an estimated $419.
  • Otis Worldwide made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #759 holding.
  • Next Financial Group first reported a position in Otis Worldwide in Q3 2020 and has held it in 6 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.