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Aaron Cowen’s Otis Worldwide OTIS Stock Holding History

Aaron Cowen’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
Q1 		– Sell
-1,297,480
Closed -$102M – 106
2022
Q4 		$102M Hold
1,297,480
– – 4.27% 3
2022
Q3 		$82.8M Hold
1,297,480
– – 3.44% 7
2022
Q2 		$91.7M Hold
1,297,480
– – 3.49% 6
2022
Q1 		$99.8M Sell
1,297,480
-1,187,100
-48% -$94.9M 3.05% 7
2021
Q4 		$216M Sell
2,484,580
-214,959
-8% -$18M 4.19% 5
2021
Q3 		$222M Buy
2,699,539
+73,846
+3% +$6.49M 3.74% 6
2021
Q2 		$215M Sell
2,625,693
-247,300
-9% -$19M 3.21% 6
2021
Q1 		$197M Buy
2,872,993
+161,964
+6% +$10.6M 2.91% 11
2020
Q4 		$183M Sell
2,711,029
-1,221
-0% -$79.2K 2.61% 11
2020
Q3 		$169M Buy
2,712,250
+111,256
+4% +$6.8M 3.05% 6
2020
Q2 		$148M Buy
+2,600,994
New +$135M 3.18% 8

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Cowen's OTIS Position: Q1 2023 in Review

Aaron Cowen sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 1,297,480 shares — an estimated $102M sold.

Aaron Cowen first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $222M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Aaron Cowen reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Aaron Cowen sold 1,297,480 Otis Worldwide shares in Q1 2023, an estimated $102M.
  • Aaron Cowen first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
  • Aaron Cowen's Otis Worldwide position peaked at $222M in Q3 2021.
  • 1,100 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Suvretta Capital Management's 13F filing for Q1 2023, filed 15 May 2023.