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AlphaCrest Capital Management’s Otis Worldwide OTIS Stock Holding History

AlphaCrest Capital Management’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
Q4 		– Sell
-41,689
Closed -$2.66M – 812
2022
Q3 		$2.66M Sell
41,689
-1,949
-4% -$143K 0.16% 133
2022
Q2 		$3.08M Buy
43,638
+38,068
+683% +$2.8M 0.15% 161
2022
Q1 		$429K Sell
5,570
-18,070
-76% -$1.44M 0.02% 968
2021
Q4 		$2.06M Sell
23,640
-12,987
-35% -$1.09M 0.08% 413
2021
Q3 		$3.01M Buy
36,627
+4,951
+16% +$435K 0.16% 154
2021
Q2 		$2.59M Buy
+31,676
New +$2.44M 0.11% 272

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AlphaCrest Capital Management's OTIS Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 41,689 shares — an estimated $2.66M sold.

AlphaCrest Capital Management first reported a position in OTIS in Q2 2021 and held it in 6 quarters. The position peaked at $3.08M in Q2 2022. 1,106 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • AlphaCrest Capital Management reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • AlphaCrest Capital Management sold 41,689 Otis Worldwide shares in Q4 2022, an estimated $2.66M.
  • AlphaCrest Capital Management first reported a position in Otis Worldwide in Q2 2021 and held it in 6 quarters.
  • AlphaCrest Capital Management's Otis Worldwide position peaked at $3.08M in Q2 2022.
  • 1,106 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.