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Tarbox Family Office’s Otis Worldwide OTIS Stock Holding History

Tarbox Family Office’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
-130
Closed -$10K – 726
2022
Q1 		$10K Hold
130
– – ﹤0.01% 386
2021
Q4 		$11K Sell
130
-1
-0.8% -$84 ﹤0.01% 445
2021
Q3 		$11K Hold
131
– – ﹤0.01% 474
2021
Q2 		$11K Hold
131
– – ﹤0.01% 479
2021
Q1 		$9K Sell
131
-1
-0.8% -$65 ﹤0.01% 438
2020
Q4 		$9K Hold
132
– – ﹤0.01% 422
2020
Q3 		$8K Hold
132
– – ﹤0.01% 423
2020
Q2 		$8K Buy
+132
New +$6.84K ﹤0.01% 411

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

Tarbox Family Office's OTIS Position: Q2 2022 in Review

Tarbox Family Office sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 130 shares — an estimated $10K sold.

Tarbox Family Office first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Tarbox Family Office reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 130 Otis Worldwide shares in Q2 2022, an estimated $10K.
  • Tarbox Family Office first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • Tarbox Family Office's Otis Worldwide position peaked at $11K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.