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Capitolis Advisors’s Otis Worldwide OTIS Stock Holding History

Capitolis Advisors’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
-16,051
Closed -$1.4M – 393
2021
Q4 		$1.4M Hold
16,051
– – 0.01% 450
2021
Q3 		$1.34M Sell
16,051
-7,668
-32% -$674K 0.01% 318
2021
Q2 		$1.94M Hold
23,719
– – 0.02% 270
2021
Q1 		$1.62M Hold
23,719
– – 0.03% 266
2020
Q4 		$1.6M Buy
+23,719
New +$1.54M 0.03% 348

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Capitolis Advisors's OTIS Position: Q1 2022 in Review

Capitolis Advisors sold out of Otis Worldwide (OTIS) in Q1 2022, closing a stake of 16,051 shares — an estimated $1.4M sold.

Capitolis Advisors first reported a position in OTIS in Q4 2020 and held it in 5 quarters. The position peaked at $1.94M in Q2 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

  • Capitolis Advisors reported no remaining Otis Worldwide position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 16,051 Otis Worldwide shares in Q1 2022, an estimated $1.4M.
  • Capitolis Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 5 quarters.
  • Capitolis Advisors's Otis Worldwide position peaked at $1.94M in Q2 2021.
  • 1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.