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Bridgeway Capital Management’s Otis Worldwide OTIS Stock Holding History

Bridgeway 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
2021
Q3 		– Sell
-35,475
Closed -$2.9M – 1331
2021
Q2 		$2.9M Hold
35,475
– – 0.05% 478
2021
Q1 		$2.43M Sell
35,475
-4,000
-10% -$261K 0.05% 523
2020
Q4 		$2.67M Sell
39,475
-4,500
-10% -$292K 0.06% 415
2020
Q3 		$2.75M Sell
43,975
-8,800
-17% -$538K 0.06% 325
2020
Q2 		$3M Buy
+52,775
New +$2.73M 0.06% 298

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bridgeway Capital Management's OTIS Position: Q3 2021 in Review

Bridgeway Capital Management sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 35,475 shares — an estimated $2.9M sold.

Bridgeway Capital Management first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $3M in Q2 2020. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Bridgeway Capital Management reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Bridgeway Capital Management sold 35,475 Otis Worldwide shares in Q3 2021, an estimated $2.9M.
  • Bridgeway Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
  • Bridgeway Capital Management's Otis Worldwide position peaked at $3M in Q2 2020.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Bridgeway Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.