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Tiedemann Advisors’s Otis Worldwide OTIS Stock Holding History

Tiedemann Advisors’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
Q3 		– Sell
-2,857
Closed -$202K – 244
2022
Q2 		$202K Hold
2,857
– – 0.02% 217
2022
Q1 		$219K Hold
2,857
– – 0.01% 262
2021
Q4 		$248K Hold
2,857
– – 0.01% 254
2021
Q3 		$236K Sell
2,857
-216
-7% -$19K 0.01% 267
2021
Q2 		$252K Buy
3,073
+3
+0.1% +$231 0.01% 313
2021
Q1 		$211K Hold
3,070
– – 0.01% 305
2020
Q4 		$205K Sell
3,070
-737
-19% -$47.8K 0.01% 299
2020
Q3 		$236K Hold
3,807
– – 0.01% 286
2020
Q2 		$216K Buy
+3,807
New +$197K 0.01% 274

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Tiedemann Advisors's OTIS Position: Q3 2022 in Review

Tiedemann Advisors sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 2,857 shares — an estimated $202K sold.

Tiedemann Advisors first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $252K in Q2 2021. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Tiedemann Advisors reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 2,857 Otis Worldwide shares in Q3 2022, an estimated $202K.
  • Tiedemann Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
  • Tiedemann Advisors's Otis Worldwide position peaked at $252K in Q2 2021.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Tiedemann Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.