RIM
OTIS icon

Reynolds Investment Management’s Otis Worldwide OTIS Stock Holding History

Reynolds Investment Management’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 		$589K Sell
8,336
-198
-2% -$14.6K 0.21% 71
2022
Q1 		$657K Buy
+8,534
New +$682K 0.19% 73

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

Reynolds Investment Management's OTIS Position: Q2 2022 in Review

Reynolds Investment Management reduced its Otis Worldwide (OTIS) stake by 2.3% in Q2 2022, selling an estimated $14.6K and leaving 8,336 shares worth $589K. The position accounts for 0.21% of the portfolio, ranked #71.

Reynolds Investment Management first reported a position in OTIS in Q1 2022 and has held it in 2 quarters since. The position peaked at $657K in Q1 2022. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Reynolds Investment Management held 8,336 shares of Otis Worldwide worth $589K as of Q2 2022.
  • Reynolds Investment Management sold 198 Otis Worldwide shares in Q2 2022, an estimated $14.6K.
  • Otis Worldwide made up 0.21% of Reynolds Investment Management's portfolio in Q2 2022, its #71 holding.
  • Reynolds Investment Management first reported a position in Otis Worldwide in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Otis Worldwide position peaked at $657K in Q1 2022.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.