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AMP Capital Investors’s Otis Worldwide OTIS Stock Holding History

AMP Capital Investors’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
2021
Q4 		– Sell
-202,092
Closed -$16.6M – 758
2021
Q3 		$16.6M Sell
202,092
-58,781
-23% -$5.17M 0.09% 256
2021
Q2 		$21.3M Buy
260,873
+71,019
+37% +$5.47M 0.1% 237
2021
Q1 		$13M Buy
189,854
+2,417
+1% +$158K 0.07% 325
2020
Q4 		$12.5M Buy
187,437
+16,652
+10% +$1.08M 0.07% 318
2020
Q3 		$10.7M Buy
170,785
+22,821
+15% +$1.4M 0.06% 315
2020
Q2 		$8.37M Buy
+147,964
New +$7.67M 0.05% 368

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AMP Capital Investors's OTIS Position: Q4 2021 in Review

AMP Capital Investors sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 202,092 shares — an estimated $16.6M sold.

AMP Capital Investors first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $21.3M in Q2 2021. 1,193 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

  • AMP Capital Investors reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
  • AMP Capital Investors sold 202,092 Otis Worldwide shares in Q4 2021, an estimated $16.6M.
  • AMP Capital Investors first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • AMP Capital Investors's Otis Worldwide position peaked at $21.3M in Q2 2021.
  • 1,193 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on AMP Capital Investors's 13F filing for Q4 2021, filed 14 Feb 2022.