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Woodmont Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Woodmont Investment Counsel’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
-2,612
Closed -$201K – 245
2022
Q1 		$201K Buy
2,612
+204
+8% +$16.3K 0.02% 238
2021
Q4 		$210K Buy
+2,408
New +$202K 0.03% 210
2020
Q3 		– Sell
-3,839
Closed -$218K – 179
2020
Q2 		$218K Buy
+3,839
New +$199K 0.05% 165

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 $315B AUM 27.84% 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

Woodmont Investment Counsel's OTIS Position: Q2 2022 in Review

Woodmont Investment Counsel sold out of Otis Worldwide (OTIS) in Q2 2022, closing a stake of 2,612 shares — an estimated $201K sold.

Woodmont Investment Counsel first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $218K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold OTIS as of Q2 2022.

  • Woodmont Investment Counsel reported no remaining Otis Worldwide position as of Q2 2022 after selling out during the quarter.
  • Woodmont Investment Counsel sold 2,612 Otis Worldwide shares in Q2 2022, an estimated $201K.
  • Woodmont Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Woodmont Investment Counsel's Otis Worldwide position peaked at $218K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2022.

Based on Woodmont Investment Counsel's 13F filing for Q2 2022, filed 9 Aug 2022.