CA
OTIS icon

Cambridge Associates’s Otis Worldwide OTIS Stock Holding History

Cambridge Associates’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
2022
Q1 		– Sell
-42,592
Closed -$3.71M – 49
2021
Q4 		$3.71M Buy
+42,592
New +$3.57M 0.14% 41

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Cambridge Associates's OTIS Position: Q1 2022 in Review

Cambridge Associates sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 42,592 shares — an estimated $3.71M sold.

Cambridge Associates first reported a position in OTIS in Q4 2021 and held it in 1 quarter. The position peaked at $3.71M in Q4 2021. 1,143 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Cambridge Associates reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Cambridge Associates sold 42,592 Otis Worldwide shares in Q1 2022, an estimated $3.71M.
  • Cambridge Associates first reported a position in Otis Worldwide in Q4 2021 and held it in 1 quarter.
  • Cambridge Associates's Otis Worldwide position peaked at $3.71M in Q4 2021.
  • 1,143 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Cambridge Associates's 13F filing for Q1 2022, filed 16 May 2022.