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Brookfield Corp’s Otis Worldwide OTIS Stock Holding History

Brookfield Corp’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
-4,779
Closed -$403K – 712
2023
Q1 		$403K Sell
4,779
-112,675
-96% -$9.32M ﹤0.01% 595
2022
Q4 		$9.2M Buy
+117,454
New +$8.67M 0.03% 163
2020
Q3 		– Sell
-44,458
Closed -$2.53M – 439
2020
Q2 		$2.53M Buy
+44,458
New +$2.3M 0.01% 192

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brookfield Corp's OTIS Position: Q2 2023 in Review

Brookfield Corp sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 4,779 shares — an estimated $403K sold.

Brookfield Corp first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $9.2M in Q4 2022. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Brookfield Corp reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Brookfield Corp sold 4,779 Otis Worldwide shares in Q2 2023, an estimated $403K.
  • Brookfield Corp first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Brookfield Corp's Otis Worldwide position peaked at $9.2M in Q4 2022.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Brookfield Corp's 13F filing for Q2 2023, filed 14 Aug 2023.