BAM
OTIS icon

Broadcrest Asset Management’s Otis Worldwide OTIS Stock Holding History

Broadcrest 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
Q2 		– Sell
-100,000
Closed -$8.44M – 7
2023
Q1 		$8.44M Hold
100,000
– – 7.34% 7
2022
Q4 		$7.83M Hold
100,000
– – 8.55% 6
2022
Q3 		$6.38M Sell
100,000
-100,000
-50% -$7.32M 7.29% 5
2022
Q2 		$14.1M Hold
200,000
– – 14.79% 2
2022
Q1 		$15.4M Hold
200,000
– – 12.79% 4
2021
Q4 		$17.4M Buy
+200,000
New +$16.7M 12.6% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Broadcrest Asset Management's OTIS Position: Q2 2023 in Review

Broadcrest Asset Management sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 100,000 shares — an estimated $8.44M sold.

Broadcrest Asset Management first reported a position in OTIS in Q4 2021 and held it in 6 quarters. The position peaked at $17.4M in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Broadcrest Asset Management reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Broadcrest Asset Management sold 100,000 Otis Worldwide shares in Q2 2023, an estimated $8.44M.
  • Broadcrest Asset Management first reported a position in Otis Worldwide in Q4 2021 and held it in 6 quarters.
  • Broadcrest Asset Management's Otis Worldwide position peaked at $17.4M in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Broadcrest Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.