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TIAA FSB’s Otis Worldwide OTIS Stock Holding History

TIAA FSB’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
2023
Q2 		$2.39M Sell
26,882
-116,540
-81% -$9.82M 0.01% 245
2023
Q1 		$12.1M Buy
143,422
+3,450
+2% +$285K 0.04% 151
2022
Q4 		$11M Buy
139,972
+9,465
+7% +$699K 0.04% 151
2022
Q3 		$8.33M Buy
130,507
+112,663
+631% +$8.24M 0.04% 168
2022
Q2 		$1.26M Sell
17,844
-654
-4% -$48.2K 0.01% 290
2022
Q1 		$1.42M Sell
18,498
-790
-4% -$63.1K ﹤0.01% 284
2021
Q4 		$1.68M Sell
19,288
-539
-3% -$45.1K 0.01% 268
2021
Q3 		$1.63M Sell
19,827
-653
-3% -$57.4K 0.01% 276
2021
Q2 		$1.68M Sell
20,480
-3,001
-13% -$231K 0.01% 281
2021
Q1 		$1.61M Sell
23,481
-5,104
-18% -$334K 0.01% 271
2020
Q4 		$1.93M Sell
28,585
-6,813
-19% -$442K 0.01% 251
2020
Q3 		$2.21M Sell
35,398
-7,531
-18% -$461K 0.01% 213
2020
Q2 		$2.44M Buy
+42,929
New +$2.22M 0.01% 208

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TIAA FSB's OTIS Position: Q2 2023 in Review

TIAA FSB reduced its Otis Worldwide (OTIS) stake by 81% in Q2 2023, selling an estimated $9.82M and leaving 26,882 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #245.

TIAA FSB first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $12.1M in Q1 2023. 1,123 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • TIAA FSB held 26,882 shares of Otis Worldwide worth $2.39M as of Q2 2023.
  • TIAA FSB sold 116,540 Otis Worldwide shares in Q2 2023, an estimated $9.82M.
  • Otis Worldwide made up 0.01% of TIAA FSB's portfolio in Q2 2023, its #245 holding.
  • TIAA FSB first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
  • TIAA FSB's Otis Worldwide position peaked at $12.1M in Q1 2023.
  • 1,123 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.