AC
OTIS icon

AKO Capital’s Otis Worldwide OTIS Stock Holding History

AKO Capital’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
2024
Q2 		– Sell
-761,938
Closed -$75.6M – 29
2024
Q1 		$75.6M Sell
761,938
-709,471
-48% -$65.6M 1.07% 26
2023
Q4 		$132M Sell
1,471,409
-736,011
-33% -$61.2M 1.87% 23
2023
Q3 		$177M Sell
2,207,420
-377,483
-15% -$32.3M 2.89% 15
2023
Q2 		$230M Sell
2,584,903
-116,218
-4% -$9.79M 3.48% 13
2023
Q1 		$228M Sell
2,701,121
-125,323
-4% -$10.4M 3.47% 13
2022
Q4 		$221M Sell
2,826,444
-105,512
-4% -$7.79M 3.58% 14
2022
Q3 		$187M Sell
2,931,956
-566,576
-16% -$41.5M 3.09% 14
2022
Q2 		$247M Sell
3,498,532
-390,916
-10% -$28.8M 3.46% 14
2022
Q1 		$299M Buy
3,889,448
+165,193
+4% +$13.2M 3.23% 15
2021
Q4 		$324M Sell
3,724,255
-1,071,186
-22% -$89.7M 3.16% 15
2021
Q3 		$395M Sell
4,795,441
-165,052
-3% -$14.5M 4.09% 9
2021
Q2 		$406M Sell
4,960,493
-573,521
-10% -$44.1M 4.57% 11
2021
Q1 		$379M Buy
5,534,014
+875,893
+19% +$57.3M 4.68% 8
2020
Q4 		$315M Buy
4,658,121
+118,199
+3% +$7.67M 4.06% 9
2020
Q3 		$283M Sell
4,539,922
-813,149
-15% -$49.7M 4.45% 8
2020
Q2 		$304M Buy
+5,353,071
New +$277M 5.31% 5

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AKO Capital's OTIS Position: Q2 2024 in Review

AKO Capital sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 761,938 shares — an estimated $75.6M sold.

AKO Capital first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $406M in Q2 2021. 1,188 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • AKO Capital reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • AKO Capital sold 761,938 Otis Worldwide shares in Q2 2024, an estimated $75.6M.
  • AKO Capital first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • AKO Capital's Otis Worldwide position peaked at $406M in Q2 2021.
  • 1,188 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

Based on AKO Capital's 13F filing for Q2 2024, filed 13 Aug 2024.