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Albar Capital’s Otis Worldwide OTIS Stock Holding History

Albar 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
2022
Q3 		– Sell
-52,422
Closed -$3.71M – 45
2022
Q2 		$3.71M Buy
+52,422
New +$3.86M 1.38% 19
2021
Q4 		– Sell
-33,773
Closed -$2.78M – 40
2021
Q3 		$2.78M Sell
33,773
-153,671
-82% -$13.5M 0.97% 28
2021
Q2 		$15.3M Buy
+187,444
New +$14.4M 6.13% 5

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Albar Capital's OTIS Position: Q3 2022 in Review

Albar Capital sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 52,422 shares — an estimated $3.71M sold.

Albar Capital first reported a position in OTIS in Q2 2021 and held it in 3 quarters. The position peaked at $15.3M in Q2 2021. 1,042 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Albar Capital reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Albar Capital sold 52,422 Otis Worldwide shares in Q3 2022, an estimated $3.71M.
  • Albar Capital first reported a position in Otis Worldwide in Q2 2021 and held it in 3 quarters.
  • Albar Capital's Otis Worldwide position peaked at $15.3M in Q2 2021.
  • 1,042 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Albar Capital's 13F filing for Q3 2022, filed 14 Nov 2022.