SBK Financial’s Otis Worldwide OTIS Stock Holding History

SBK 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	–	Sell	-1,000	Closed	-$87K	–	107
2021 Q4	$87K	Buy	+1,000	New	+$83.7K	0.07%	93

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 $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

SBK Financial's OTIS Position: Q1 2022 in Review

SBK Financial sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 1,000 shares — an estimated $87K sold.

SBK Financial first reported a position in OTIS in Q4 2021 and held it in 1 quarter. The position peaked at $87K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

SBK Financial reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 1,000 Otis Worldwide shares in Q1 2022, an estimated $87K.
SBK Financial first reported a position in Otis Worldwide in Q4 2021 and held it in 1 quarter.
SBK Financial's Otis Worldwide position peaked at $87K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.