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Roble Belko & Company’s Otis Worldwide OTIS Stock Holding History

Roble Belko & Company’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
-64
Closed -$5K – 364
2022
Q1 		$5K Hold
64
– – ﹤0.01% 325
2021
Q4 		$6K Hold
64
– – ﹤0.01% 280
2021
Q3 		$5K Hold
64
– – ﹤0.01% 266
2021
Q2 		$5K Hold
64
– – ﹤0.01% 284
2021
Q1 		$4K Hold
64
– – ﹤0.01% 280
2020
Q4 		$4K Hold
64
– – ﹤0.01% 270
2020
Q3 		$4K Hold
64
– – ﹤0.01% 271
2020
Q2 		$4K Buy
+64
New +$3.32K ﹤0.01% 287

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

Roble Belko & Company's OTIS Position: Q2 2022 in Review

Roble Belko & Company sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 64 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Roble Belko & Company reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Roble Belko & Company sold 64 Otis Worldwide shares in Q2 2022, an estimated $5K.
  • Roble Belko & Company first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • Roble Belko & Company's Otis Worldwide position peaked at $6K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Roble Belko & Company's 13F filing for Q2 2022, filed 10 Aug 2022.