People's United Financial’s Otis Worldwide OTIS Stock Holding History

People's United Financial’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	$614K	Sell	7,975 -3,569	-31%	-$285K	0.02%	418
2021 Q4	$1M	Sell	11,544 -4,419	-28%	-$370K	0.02%	358
2021 Q3	$1.31M	Sell	15,963 -785	-5%	-$69K	0.03%	328
2021 Q2	$1.37M	Sell	16,748 -2,311	-12%	-$178K	0.03%	324
2021 Q1	$1.3M	Sell	19,059 -959	-5%	-$62.7K	0.03%	317
2020 Q4	$1.35M	Sell	20,018 -5,788	-22%	-$375K	0.03%	291
2020 Q3	$1.61M	Sell	25,806 -2,602	-9%	-$159K	0.04%	238
2020 Q2	$1.61M	Buy	+28,408	New	+$1.47M	0.05%	230

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

People's United Financial's OTIS Position: Q1 2022 in Review

People's United Financial reduced its Otis Worldwide (OTIS) stake by 31% in Q1 2022, selling an estimated $285K and leaving 7,975 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #418.

People's United Financial first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.61M in Q2 2020. 1,145 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

People's United Financial held 7,975 shares of Otis Worldwide worth $614K as of Q1 2022.
People's United Financial sold 3,569 Otis Worldwide shares in Q1 2022, an estimated $285K.
Otis Worldwide made up 0.02% of People's United Financial's portfolio in Q1 2022, its #418 holding.
People's United Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
People's United Financial's Otis Worldwide position peaked at $1.61M in Q2 2020.
1,145 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.