Birch Run Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Birch Run Capital Advisors’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	-31,000	Closed	-$2.55M	–	14
2021 Q3	$2.55M	Hold	31,000	–	–	2.94%	17
2021 Q2	$2.54M	Hold	31,000	–	–	2.11%	17
2021 Q1	$2.12M	Hold	31,000	–	–	0.81%	20
2020 Q4	$2.09M	Hold	31,000	–	–	0.99%	19
2020 Q3	$1.94M	Hold	31,000	–	–	1.35%	16
2020 Q2	$1.76M	Buy	+31,000	New	+$1.61M	1.14%	14

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Birch Run Capital Advisors's OTIS Position: Q4 2021 in Review

Birch Run Capital Advisors sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 31,000 shares — an estimated $2.55M sold.

Birch Run Capital Advisors first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $2.55M in Q3 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

Birch Run Capital Advisors reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
Birch Run Capital Advisors sold 31,000 Otis Worldwide shares in Q4 2021, an estimated $2.55M.
Birch Run Capital Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
Birch Run Capital Advisors's Otis Worldwide position peaked at $2.55M in Q3 2021.
1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Birch Run Capital Advisors's 13F filing for Q4 2021.