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Applied Research Investments’s Otis Worldwide OTIS Stock Holding History

Applied Research Investments’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
Q1 		– Sell
-29,615
Closed -$2.58M – 40
2021
Q4 		$2.58M Buy
29,615
+2,202
+8% +$184K 0.85% 38
2021
Q3 		$2.26M Buy
+27,413
New +$2.41M 0.75% 39

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Applied Research Investments's OTIS Position: Q1 2022 in Review

Applied Research Investments sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 29,615 shares — an estimated $2.58M sold.

Applied Research Investments first reported a position in OTIS in Q3 2021 and held it in 2 quarters. The position peaked at $2.58M in Q4 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Applied Research Investments reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Applied Research Investments sold 29,615 Otis Worldwide shares in Q1 2022, an estimated $2.58M.
  • Applied Research Investments first reported a position in Otis Worldwide in Q3 2021 and held it in 2 quarters.
  • Applied Research Investments's Otis Worldwide position peaked at $2.58M in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Applied Research Investments's 13F filing for Q1 2022, filed 12 May 2022.