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United Bank (Virginia)’s Otis Worldwide OTIS Stock Holding History

United Bank (Virginia)’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
-4,203
Closed -$366K – 166
2021
Q4 		$366K Sell
4,203
-50
-1% -$4.18K 0.05% 125
2021
Q3 		$350K Buy
4,253
+122
+3% +$10.7K 0.05% 127
2021
Q2 		$338K Sell
4,131
-121
-3% -$9.31K 0.05% 126
2021
Q1 		$291K Sell
4,252
-61
-1% -$3.99K 0.04% 144
2020
Q4 		$291K Hold
4,313
– – 0.04% 138
2020
Q3 		$270K Buy
4,313
+111
+3% +$6.79K 0.05% 118
2020
Q2 		$239K Buy
+4,202
New +$218K 0.04% 121

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

United Bank (Virginia)'s OTIS Position: Q1 2022 in Review

United Bank (Virginia) sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 4,203 shares — an estimated $366K sold.

United Bank (Virginia) first reported a position in OTIS in Q2 2020 and held it in 7 quarters. The position peaked at $366K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • United Bank (Virginia) reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • United Bank (Virginia) sold 4,203 Otis Worldwide shares in Q1 2022, an estimated $366K.
  • United Bank (Virginia) first reported a position in Otis Worldwide in Q2 2020 and held it in 7 quarters.
  • United Bank (Virginia)'s Otis Worldwide position peaked at $366K in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on United Bank (Virginia)'s 13F filing for Q1 2022, filed 16 May 2022.