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Arcus Capital Partners’s Otis Worldwide OTIS Stock Holding History

Arcus Capital Partners’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
Q1 		– Sell
-621
Closed -$48.6K – 273
2022
Q4 		$48.6K Buy
+621
New +$45.8K 0.02% 180

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

Arcus Capital Partners's OTIS Position: Q1 2023 in Review

Arcus Capital Partners sold out of Otis Worldwide (OTIS) in Q1 2023, closing a stake of 621 shares — an estimated $48.6K sold.

Arcus Capital Partners first reported a position in OTIS in Q4 2022 and held it in 1 quarter. The position peaked at $48.6K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold OTIS as of Q1 2023.

  • Arcus Capital Partners reported no remaining Otis Worldwide position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 621 Otis Worldwide shares in Q1 2023, an estimated $48.6K.
  • Arcus Capital Partners first reported a position in Otis Worldwide in Q4 2022 and held it in 1 quarter.
  • Arcus Capital Partners's Otis Worldwide position peaked at $48.6K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.