Bright Rock Capital Management’s Otis Worldwide OTIS Stock Holding History

Bright Rock 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 Q4	–	Sell	-82,000	Closed	-$6.75M	–	80
2021 Q3	$6.75M	Hold	82,000	–	–	1.69%	23
2021 Q2	$6.71M	Hold	82,000	–	–	1.61%	26
2021 Q1	$5.61M	Hold	82,000	–	–	1.43%	32
2020 Q4	$5.54M	Hold	82,000	–	–	1.51%	33
2020 Q3	$5.12M	Hold	82,000	–	–	1.52%	29
2020 Q2	$4.66M	Buy	+82,000	New	+$4.25M	1.46%	33

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

Bright Rock Capital Management's OTIS Position: Q4 2021 in Review

Bright Rock Capital Management sold out of Otis Worldwide (OTIS) in Q4 2021, closing a stake of 82,000 shares — an estimated $6.75M sold.

Bright Rock Capital Management first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $6.75M in Q3 2021. 1,192 funds tracked by Wall St. Rank hold OTIS as of Q4 2021.

Bright Rock Capital Management reported no remaining Otis Worldwide position as of Q4 2021 after selling out during the quarter.
Bright Rock Capital Management sold 82,000 Otis Worldwide shares in Q4 2021, an estimated $6.75M.
Bright Rock Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
Bright Rock Capital Management's Otis Worldwide position peaked at $6.75M in Q3 2021.
1,192 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2021.

Based on Bright Rock Capital Management's 13F filing for Q4 2021, filed 27 Jan 2022.