Alyeska Investment Group
OTIS icon

Alyeska Investment Group’s Otis Worldwide OTIS Stock Holding History

Alyeska Investment Group’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
Q4 		– Sell
-12,995
Closed -$1.04M – 625
2023
Q3 		$1.04M Sell
12,995
-574,799
-98% -$49.2M 0.01% 419
2023
Q2 		$52.3M Sell
587,794
-14,028
-2% -$1.18M 0.39% 83
2023
Q1 		$50.8M Buy
601,822
+390,743
+185% +$32.3M 0.44% 73
2022
Q4 		$16.5M Buy
+211,079
New +$15.6M 0.17% 169
2022
Q2 		– Sell
-259,617
Closed -$20M – 639
2022
Q1 		$20M Buy
+259,617
New +$20.7M 0.22% 150
2021
Q4 		– Sell
-460,939
Closed -$37.9M – 699
2021
Q3 		$37.9M Buy
+460,939
New +$40.5M 0.47% 66
2020
Q4 		– Sell
-502,708
Closed -$31.4M – 575
2020
Q3 		$31.4M Buy
502,708
+105,184
+26% +$6.43M 0.48% 57
2020
Q2 		$22.6M Buy
+397,524
New +$20.6M 0.34% 105

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Alyeska Investment Group's OTIS Position: Q4 2023 in Review

Alyeska Investment Group sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 12,995 shares — an estimated $1.04M sold.

Alyeska Investment Group first reported a position in OTIS in Q2 2020 and held it in 8 quarters. The position peaked at $52.3M in Q2 2023. 1,189 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

  • Alyeska Investment Group reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
  • Alyeska Investment Group sold 12,995 Otis Worldwide shares in Q4 2023, an estimated $1.04M.
  • Alyeska Investment Group first reported a position in Otis Worldwide in Q2 2020 and held it in 8 quarters.
  • Alyeska Investment Group's Otis Worldwide position peaked at $52.3M in Q2 2023.
  • 1,189 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Alyeska Investment Group's 13F filing for Q4 2023, filed 14 Feb 2024.