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Bayesian Capital Management’s Otis Worldwide OTIS Stock Holding History

Bayesian Capital 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
-21,700
Closed -$1.93M – 906
2023
Q2 		$1.93M Buy
21,700
+6,800
+46% +$573K 0.21% 131
2023
Q1 		$1.26M Buy
14,900
+3,200
+27% +$265K 0.16% 196
2022
Q4 		$916K Buy
+11,700
New +$864K 0.13% 204
2022
Q1 		– Sell
-26,851
Closed -$2.34M – 878
2021
Q4 		$2.34M Buy
26,851
+22,751
+555% +$1.9M 0.74% 26
2021
Q3 		$337K Buy
+4,100
New +$361K 0.1% 242
2021
Q2 		– Sell
-14,716
Closed -$1.01M – 585
2021
Q1 		$1.01M Buy
+14,716
New +$962K 0.23% 121

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return