Asahi Life Asset Management’s Otis Worldwide OTIS Stock Holding History

Asahi Life Asset 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
2023 Q3	–	Sell	-4,300	Closed	-$383K	–	223
2023 Q2	$383K	Buy	+4,300	New	+$362K	0.13%	89
2022 Q1	–	Sell	-5,230	Closed	-$455K	–	240
2021 Q4	$455K	Buy	5,230 +2,500	+92%	+$209K	0.06%	107
2021 Q3	$225K	Buy	+2,730	New	+$240K	0.03%	169
2020 Q3	–	Sell	-6,900	Closed	-$392K	–	269
2020 Q2	$392K	Buy	+6,900	New	+$358K	0.06%	90

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Asahi Life Asset Management's OTIS Position: Q3 2023 in Review

Asahi Life Asset Management sold out of Otis Worldwide (OTIS) in Q3 2023, closing a stake of 4,300 shares — an estimated $383K sold.

Asahi Life Asset Management first reported a position in OTIS in Q2 2020 and held it in 4 quarters. The position peaked at $455K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

Asahi Life Asset Management reported no remaining Otis Worldwide position as of Q3 2023 after selling out during the quarter.
Asahi Life Asset Management sold 4,300 Otis Worldwide shares in Q3 2023, an estimated $383K.
Asahi Life Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 4 quarters.
Asahi Life Asset Management's Otis Worldwide position peaked at $455K in Q4 2021.
1,095 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

Based on Asahi Life Asset Management's 13F filing for Q3 2023, filed 2 Nov 2023.